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Algert Global’s Essential Utilities WTRG Stock Holding History

Algert Global’s Portfolio WTRG Stock Details WTRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,768
Closed -$253K – 1299
2023
Q4 		$253K Sell
6,768
-3,150
-32% -$118K 0.01% 974
2023
Q3 		$340K Buy
9,918
+1,373
+16% +$47.1K 0.02% 856
2023
Q2 		$341K Buy
+8,545
New +$341K 0.01% 886