Aigen Investment Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,781
| Closed | -$246K | – | 1074 |
|
|
2024
Q4 | $246K | Sell |
6,781
-23,254
| -77% | -$845K | 0.04% | 540 |
|
|
2024
Q3 | $1.16M | Buy |
+30,035
| New | +$1.16M | 0.23% | 124 |
|
|
2022
Q1 | – | Sell |
-12,059
| Closed | -$613K | – | 1144 |
|
|
2021
Q4 | $613K | Buy |
12,059
+6,936
| +135% | +$353K | 0.04% | 568 |
|
|
2021
Q3 | $236K | Buy |
+5,123
| New | +$236K | 0.05% | 388 |
|
|
2020
Q4 | – | Sell |
-13,172
| Closed | -$530K | – | 1122 |
|
|
2020
Q3 | $530K | Buy |
13,172
+6,908
| +110% | +$278K | 0.07% | 383 |
|
|
2020
Q2 | $265K | Buy |
+6,264
| New | +$265K | 0.03% | 640 |
|
|
2020
Q1 | – | Sell |
-6,709
| Closed | -$315K | – | 1608 |
|
|
2019
Q4 | $315K | Buy |
+6,709
| New | +$315K | 0.05% | 428 |
|