WR Wealth Planners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.82K | Hold |
50
| – | – | ﹤0.01% | 869 |
|
|
2024
Q3 | $1.93K | Hold |
50
| – | – | ﹤0.01% | 916 |
|
|
2024
Q2 | $1.87K | Hold |
50
| – | – | ﹤0.01% | 903 |
|
|
2024
Q1 | $1.85K | Buy |
+50
| New | +$1.85K | ﹤0.01% | 887 |
|
|
2023
Q4 | – | Sell |
-106
| Closed | -$3.64K | – | 867 |
|
|
2023
Q3 | $3.64K | Buy |
106
+56
| +112% | +$1.92K | ﹤0.01% | 715 |
|
|
2023
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 774 |
|
|
2023
Q1 | $2.18K | Buy |
+50
| New | +$2.18K | ﹤0.01% | 764 |
|