Cookson Peirce & Co’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-22,962
| Closed | -$970K | – | 157 |
|
|
2020
Q2 | $970K | Sell |
22,962
-1,978
| -8% | -$83.6K | 0.09% | 78 |
|
|
2020
Q1 | $1.02M | Buy |
24,940
+5,436
| +28% | +$221K | 0.12% | 70 |
|
|
2019
Q4 | $916K | Buy |
19,504
+5,019
| +35% | +$236K | 0.08% | 95 |
|
|
2019
Q3 | $649K | Buy |
+14,485
| New | +$649K | 0.06% | 100 |
|