Centersquare 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 |
-1,235
| Closed | -$50K | – | 127 |
|
|
2020
Q3 | $50K | Buy |
1,235
+895
| +263% | +$36.2K | ﹤0.01% | 105 |
|
|
2020
Q2 | $14K | Hold |
340
| – | – | ﹤0.01% | 117 |
|
|
2020
Q1 | $14K | Sell |
340
-435
| -56% | -$17.9K | ﹤0.01% | 125 |
|
|
2019
Q4 | $36K | Hold |
775
| – | – | ﹤0.01% | 133 |
|
|
2019
Q3 | $35K | Hold |
775
| – | – | ﹤0.01% | 96 |
|
|
2019
Q2 | $32K | Buy |
+775
| New | +$32K | ﹤0.01% | 100 |
|