Concourse Financial Group Securities’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 11202 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 11113 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 10958 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 10982 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 11118 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 11162 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 11245 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10864 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 11419 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 11448 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 11379 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 11265 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 11006 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 10457 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 9990 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 9398 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 8697 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 8215 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 8132 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 7932 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 7791 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 7598 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 7481 |
|