First Business Financial Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,753
| Closed | -$991K | – | 172 |
|
|
2024
Q1 | $991K | Buy |
26,753
+367
| +1% | +$13.6K | 0.11% | 77 |
|
|
2023
Q4 | $986K | Sell |
26,386
-1,722
| -6% | -$64.3K | 0.11% | 75 |
|
|
2023
Q3 | $965K | Buy |
28,108
+126
| +0.5% | +$4.33K | 0.12% | 79 |
|
|
2023
Q2 | $1.12M | Buy |
27,982
+370
| +1% | +$14.8K | 0.14% | 72 |
|
|
2023
Q1 | $1.21M | Buy |
27,612
+600
| +2% | +$26.2K | 0.15% | 66 |
|
|
2022
Q4 | $1.29M | Buy |
27,012
+27
| +0.1% | +$1.29K | 0.17% | 57 |
|
|
2022
Q3 | $1.12M | Buy |
26,985
+961
| +4% | +$39.8K | 0.16% | 56 |
|
|
2022
Q2 | $1.19M | Sell |
26,024
-709
| -3% | -$32.5K | 0.16% | 55 |
|
|
2022
Q1 | $1.37M | Buy |
26,733
+820
| +3% | +$41.9K | 0.15% | 57 |
|
|
2021
Q4 | $1.39M | Buy |
25,913
+1,296
| +5% | +$69.6K | 0.15% | 57 |
|
|
2021
Q3 | $1.13M | Buy |
24,617
+542
| +2% | +$25K | 0.13% | 62 |
|
|
2021
Q2 | $1.1M | Buy |
24,075
+3,393
| +16% | +$155K | 0.13% | 58 |
|
|
2021
Q1 | $926K | Buy |
+20,682
| New | +$926K | 0.12% | 59 |
|