Elo Mutual Pension Insurance’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
+30,380
| New | +$1.13M | 0.02% | 419 |
|
|
2025
Q1 | – | Sell |
-20,672
| Closed | -$751K | – | 694 |
|
|
2024
Q4 | $751K | Sell |
20,672
-2,233
| -10% | -$81.1K | 0.02% | 469 |
|
|
2024
Q3 | $883K | Sell |
22,905
-250
| -1% | -$9.64K | 0.02% | 446 |
|
|
2024
Q2 | $864K | Sell |
23,155
-568
| -2% | -$21.2K | 0.02% | 429 |
|
|
2024
Q1 | $879K | Buy |
23,723
+1,785
| +8% | +$66.1K | 0.02% | 439 |
|
|
2023
Q4 | $819K | Buy |
21,938
+917
| +4% | +$34.2K | 0.02% | 446 |
|
|
2023
Q3 | $722K | Buy |
21,021
+483
| +2% | +$16.6K | 0.02% | 431 |
|
|
2023
Q2 | $820K | Buy |
20,538
+551
| +3% | +$22K | 0.02% | 415 |
|
|
2023
Q1 | $872K | Buy |
19,987
+800
| +4% | +$34.9K | 0.03% | 388 |
|
|
2022
Q4 | $916K | Buy |
19,187
+489
| +3% | +$23.3K | 0.03% | 373 |
|
|
2022
Q3 | $774K | Sell |
18,698
-186
| -1% | -$7.7K | 0.03% | 387 |
|
|
2022
Q2 | $866K | Hold |
18,884
| – | – | 0.03% | 395 |
|
|
2022
Q1 | $966K | Buy |
18,884
+1,529
| +9% | +$78.2K | 0.03% | 438 |
|
|
2021
Q4 | $932K | Buy |
17,355
+814
| +5% | +$43.7K | 0.03% | 396 |
|
|
2021
Q3 | $762K | Hold |
16,541
| – | – | 0.02% | 384 |
|
|
2021
Q2 | $756K | Sell |
16,541
-269
| -2% | -$12.3K | 0.03% | 387 |
|
|
2021
Q1 | $752K | Buy |
16,810
+252
| +2% | +$11.3K | 0.03% | 386 |
|
|
2020
Q4 | $783K | Buy |
+16,558
| New | +$783K | 0.03% | 367 |
|