Ergoteles’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 |
-5,376
| Closed | -$215K | – | 861 |
|
|
2023
Q2 | $215K | Buy |
+5,376
| New | +$215K | 0.01% | 845 |
|
|
2021
Q4 | – | Sell |
-87,422
| Closed | -$4.03M | – | 1632 |
|
|
2021
Q3 | $4.03M | Buy |
+87,422
| New | +$4.03M | 0.15% | 168 |
|
|
2021
Q2 | – | Sell |
-23,240
| Closed | -$1.04M | – | 1712 |
|
|
2021
Q1 | $1.04M | Buy |
+23,240
| New | +$1.04M | 0.03% | 367 |
|