Ecofin Advisors’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 |
-11,571
| Closed | -$489K | – | 35 |
|
|
2020
Q2 | $489K | Hold |
11,571
| – | – | 0.27% | 28 |
|
|
2020
Q1 | $471K | Buy |
+11,571
| New | +$471K | 0.32% | 27 |
|
|
2014
Q4 | – | Sell |
-225
| Closed | -$5K | – | 55 |
|
|
2014
Q3 | $5K | Hold |
225
| – | – | ﹤0.01% | 61 |
|
|
2014
Q2 | $6K | Sell |
225
-100
| -31% | -$2.67K | ﹤0.01% | 59 |
|
|
2014
Q1 | $14K | Buy |
325
+100
| +44% | +$4.31K | ﹤0.01% | 42 |
|
|
2013
Q4 | $5K | Buy |
225
+219
| +3,650% | +$4.87K | ﹤0.01% | 42 |
|
|
2013
Q3 | $225 | Sell |
6
-557
| -99% | -$20.9K | ﹤0.01% | 41 |
|
|
2013
Q2 | $14K | Buy |
+563
| New | +$14K | ﹤0.01% | 42 |
|