Artemis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-236,999
| Closed | -$9.53M | – | 303 |
|
|
2020
Q3 | $9.53M | Buy |
236,999
+3,141
| +1% | +$126K | 0.12% | 181 |
|
|
2020
Q2 | $9.9M | Buy |
+233,858
| New | +$9.9M | 0.13% | 166 |
|
|
2020
Q1 | – | Sell |
-444,683
| Closed | -$20.4M | – | 266 |
|
|
2019
Q4 | $20.4M | Sell |
444,683
-125,138
| -22% | -$5.73M | 0.26% | 114 |
|
|
2019
Q3 | $24.9M | Buy |
569,821
+134,837
| +31% | +$5.89M | 0.34% | 97 |
|
|
2019
Q2 | $17.5M | Buy |
+434,984
| New | +$17.5M | 0.21% | 142 |
|