American National Bank & Trust’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-882
| Closed | -$34.9K | – | 729 |
|
2025
Q1 | $34.9K | Buy |
+882
| New | +$34.9K | ﹤0.01% | 374 |
|
2018
Q1 | – | Sell |
-562
| Closed | -$22K | – | 275 |
|
2017
Q4 | $22K | Sell |
562
-200
| -26% | -$7.83K | 0.01% | 189 |
|
2017
Q3 | $25K | Hold |
762
| – | – | 0.01% | 184 |
|
2017
Q2 | $25K | Buy |
+762
| New | +$25K | 0.01% | 192 |
|
2015
Q3 | – | Sell |
-51
| Closed | -$1K | – | 306 |
|
2015
Q2 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 292 |
|