Bridgefront Capital’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 | $340K | Sell |
9,150
-9,256
| -50% | -$344K | 0.09% | 392 |
|
2025
Q1 | $728K | Buy |
+18,406
| New | +$728K | 0.21% | 154 |
|
2024
Q1 | – | Sell |
-8,381
| Closed | -$313K | – | 576 |
|
2023
Q4 | $313K | Buy |
+8,381
| New | +$313K | 0.24% | 162 |
|
2023
Q2 | – | Sell |
-12,404
| Closed | -$541K | – | 690 |
|
2023
Q1 | $541K | Buy |
+12,404
| New | +$541K | 0.33% | 82 |
|
2022
Q1 | – | Sell |
-4,228
| Closed | -$227K | – | 435 |
|
2021
Q4 | $227K | Buy |
+4,228
| New | +$227K | 0.22% | 208 |
|
2021
Q2 | – | Sell |
-11,969
| Closed | -$536K | – | 946 |
|
2021
Q1 | $536K | Buy |
+11,969
| New | +$536K | 0.17% | 198 |
|