Financial Management Professionals’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
| Closed | – | – | 1074 |
|
|
2023
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1143 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | – | – | 1161 |
|
|
2022
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1099 |
|
|
2022
Q2 | – | Sell |
-24
| Closed | -$1K | – | 1153 |
|
|
2022
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 987 |
|
|
2021
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 926 |
|
|
2021
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 912 |
|
|
2021
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 859 |
|
|
2016
Q3 | – | Sell |
-272
| Closed | -$9K | – | 427 |
|
|
2016
Q2 | $9K | Buy |
+272
| New | +$9K | ﹤0.01% | 223 |
|