FLPIM
F.L. Putnam Investment Management’s Essential Utilities WTRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.7M | Buy |
449,958
+364,378
| +426% | +$13.5M | 0.29% | 70 |
|
2025
Q1 | $3.38M | Buy |
+85,580
| New | +$3.38M | 0.06% | 185 |
|
2024
Q4 | – | Sell |
-840
| Closed | -$71K | – | 624 |
|
2024
Q3 | $71K | Sell |
840
-635
| -43% | -$53.7K | ﹤0.01% | 569 |
|
2024
Q2 | $55.1K | Buy |
+1,475
| New | +$55.1K | ﹤0.01% | 582 |
|