First Hawaiian Bank’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,525
| Closed | -$264K | – | 890 |
|
|
2022
Q4 | $264K | Sell |
5,525
-8,790
| -61% | -$420K | 0.01% | 735 |
|
|
2022
Q3 | $592K | Sell |
14,315
-6,005
| -30% | -$248K | 0.02% | 464 |
|
|
2022
Q2 | $932K | Hold |
20,320
| – | – | 0.03% | 369 |
|
|
2022
Q1 | $1.04M | Buy |
20,320
+3,205
| +19% | +$164K | 0.03% | 368 |
|
|
2021
Q4 | $919K | Buy |
+17,115
| New | +$919K | 0.03% | 423 |
|