Aveo Capital Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,291
| Closed | -$205K | – | 374 |
|
|
2022
Q4 | $205K | Buy |
+4,291
| New | +$205K | 0.03% | 317 |
|
|
2022
Q2 | – | Sell |
-5,471
| Closed | -$280K | – | 304 |
|
|
2022
Q1 | $280K | Sell |
5,471
-630
| -10% | -$32.2K | 0.05% | 220 |
|
|
2021
Q4 | $328K | Buy |
6,101
+1,748
| +40% | +$94K | 0.06% | 209 |
|
|
2021
Q3 | $201K | Buy |
+4,353
| New | +$201K | 0.04% | 246 |
|