Bayesian Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,800
| Closed | -$511K | – | 1044 |
|
|
2023
Q2 | $511K | Sell |
12,800
-1,400
| -10% | -$55.9K | 0.05% | 400 |
|
|
2023
Q1 | $620K | Buy |
+14,200
| New | +$620K | 0.08% | 335 |
|
|
2022
Q2 | – | Sell |
-6,000
| Closed | -$307K | – | 1118 |
|
|
2022
Q1 | $307K | Buy |
+6,000
| New | +$307K | 0.05% | 512 |
|
|
2020
Q4 | – | Sell |
-7,501
| Closed | -$302K | – | 686 |
|
|
2020
Q3 | $302K | Buy |
+7,501
| New | +$302K | 0.07% | 342 |
|