FORA Capital’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,065
| Closed | -$706K | – | 654 |
|
|
2022
Q3 | $706K | Buy |
+17,065
| New | +$706K | 0.14% | 209 |
|
|
2020
Q4 | – | Sell |
-4,573
| Closed | -$184K | – | 1164 |
|
|
2020
Q3 | $184K | Buy |
+4,573
| New | +$184K | 0.12% | 186 |
|
|
2020
Q2 | – | Sell |
-16,581
| Closed | -$675K | – | 1365 |
|
|
2020
Q1 | $675K | Sell |
16,581
-15,232
| -48% | -$620K | 0.15% | 179 |
|
|
2019
Q4 | $1.49M | Buy |
+31,813
| New | +$1.49M | 0.15% | 175 |
|