Echo Street Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,533
| Closed | -$460K | – | 595 |
|
|
2023
Q2 | $460K | Sell |
11,533
-1,029
| -8% | -$41.1K | ﹤0.01% | 286 |
|
|
2023
Q1 | $548K | Buy |
+12,562
| New | +$548K | ﹤0.01% | 241 |
|
|
2022
Q4 | – | Sell |
-6,048
| Closed | -$250K | – | 670 |
|
|
2022
Q3 | $250K | Buy |
+6,048
| New | +$250K | ﹤0.01% | 445 |
|
|
2021
Q2 | – | Sell |
-13,709
| Closed | -$613K | – | 712 |
|
|
2021
Q1 | $613K | Sell |
13,709
-2,079
| -13% | -$93K | 0.01% | 258 |
|
|
2020
Q4 | $747K | Buy |
+15,788
| New | +$747K | 0.01% | 204 |
|