Duality Advisers’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-65,117
| Closed | -$2.24M | – | 767 |
|
|
2023
Q3 | $2.24M | Buy |
+65,117
| New | +$2.24M | 0.27% | 140 |
|
|
2023
Q1 | – | Sell |
-9,922
| Closed | -$474K | – | 794 |
|
|
2022
Q4 | $474K | Sell |
9,922
-66,192
| -87% | -$3.16M | 0.05% | 451 |
|
|
2022
Q3 | $3.15M | Buy |
+76,114
| New | +$3.15M | 0.34% | 90 |
|