CIM
Contravisory Investment Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,783
| Closed | -$112K | – | 279 |
|
|
2020
Q3 | $112K | Hold |
2,783
| – | – | 0.04% | 182 |
|
|
2020
Q2 | $122K | Buy |
+2,783
| New | +$122K | 0.04% | 184 |
|
|
2016
Q4 | – | Sell |
-191,357
| Closed | -$5.83M | – | 329 |
|
|
2016
Q3 | $5.83M | Sell |
191,357
-9,546
| -5% | -$291K | 1.88% | 36 |
|
|
2016
Q2 | $7.16M | Buy |
+200,903
| New | +$7.16M | 2.2% | 22 |
|