Csenge Advisory Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,295
| Closed | -$1.19M | – | 688 |
|
|
2022
Q1 | $1.19M | Buy |
23,295
+16,310
| +234% | +$834K | 0.09% | 190 |
|
|
2021
Q4 | $325K | Sell |
6,985
-11,775
| -63% | -$548K | 0.03% | 436 |
|
|
2021
Q3 | $868K | Buy |
18,760
+11,775
| +169% | +$545K | 0.07% | 247 |
|
|
2021
Q2 | $325K | Buy |
+6,985
| New | +$325K | 0.03% | 437 |
|
|
2018
Q4 | – | Sell |
-3,652
| Closed | -$119K | – | 1514 |
|
|
2018
Q3 | $119K | Buy |
+3,652
| New | +$119K | 0.05% | 212 |
|