Advisor Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $205K | Buy |
4,463
+134
| +3% | +$6.16K | 0.01% | 779 |
|
|
2022
Q1 | $221K | Sell |
4,329
-523
| -11% | -$26.7K | 0.01% | 787 |
|
|
2021
Q4 | $261K | Buy |
4,852
+56
| +1% | +$3.01K | 0.02% | 729 |
|
|
2021
Q3 | $221K | Buy |
4,796
+147
| +3% | +$6.77K | 0.01% | 738 |
|
|
2021
Q2 | $212K | Sell |
4,649
-141
| -3% | -$6.43K | 0.01% | 782 |
|
|
2021
Q1 | $214K | Sell |
4,790
-289
| -6% | -$12.9K | 0.02% | 752 |
|
|
2020
Q4 | $240K | Buy |
5,079
+71
| +1% | +$3.36K | 0.02% | 653 |
|
|
2020
Q3 | $202K | Sell |
5,008
-230
| -4% | -$9.28K | 0.02% | 625 |
|
|
2020
Q2 | $221K | Buy |
5,238
+107
| +2% | +$4.52K | 0.02% | 604 |
|
|
2020
Q1 | $208K | Buy |
5,131
+405
| +9% | +$16.4K | 0.03% | 541 |
|
|
2019
Q4 | $231K | Sell |
4,726
-36
| -0.8% | -$1.76K | 0.02% | 562 |
|
|
2019
Q3 | $213K | Buy |
+4,762
| New | +$213K | 0.03% | 601 |
|