Citizens Financial Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,630
| Closed | -$257K | – | 470 |
|
2021
Q2 | $257K | Buy |
+5,630
| New | +$257K | 0.01% | 313 |
|
2020
Q3 | – | Sell |
-5,315
| Closed | -$225K | – | 949 |
|
2020
Q2 | $225K | Buy |
5,315
+759
| +17% | +$32.1K | 0.02% | 264 |
|
2020
Q1 | $185K | Buy |
4,556
+1,492
| +49% | +$60.6K | 0.02% | 271 |
|
2019
Q4 | $144K | Buy |
+3,064
| New | +$144K | 0.01% | 288 |
|