YorkBridge Wealth Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,484
| Closed | -$61K | – | 653 |
|
|
2019
Q2 | $61K | Hold |
1,484
| – | – | 0.03% | 350 |
|
|
2019
Q1 | $54K | Hold |
1,484
| – | – | 0.02% | 355 |
|
|
2018
Q4 | $51K | Hold |
1,484
| – | – | 0.03% | 333 |
|
|
2018
Q3 | $54K | Hold |
1,484
| – | – | 0.02% | 348 |
|
|
2018
Q2 | $52K | Hold |
1,484
| – | – | 0.02% | 361 |
|
|
2018
Q1 | $49K | Hold |
1,484
| – | – | 0.02% | 369 |
|
|
2017
Q4 | $51K | Hold |
1,484
| – | – | 0.02% | 372 |
|
|
2017
Q3 | $49K | Hold |
1,484
| – | – | 0.03% | 378 |
|
|
2017
Q2 | $49K | Hold |
1,484
| – | – | 0.03% | 377 |
|
|
2017
Q1 | $49K | Hold |
1,484
| – | – | 0.03% | 374 |
|
|
2016
Q4 | $45K | Buy |
+1,484
| New | +$45K | 0.03% | 369 |
|