Advisor Partners II’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,673
Closed -$226K 1302
2023
Q2
$226K Buy
5,673
+310
+6% +$12.4K 0.01% 943
2023
Q1
$234K Sell
5,363
-333
-6% -$14.5K 0.01% 855
2022
Q4
$272K Buy
+5,696
New +$272K 0.02% 724