Granite Investment Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-66,997
| Closed | -$3.15M | – | 313 |
|
2019
Q4 | $3.15M | Buy |
66,997
+24,307
| +57% | +$1.14M | 0.15% | 147 |
|
2019
Q3 | $1.91M | Buy |
42,690
+635
| +2% | +$28.5K | 0.1% | 165 |
|
2019
Q2 | $1.74M | Buy |
42,055
+7,977
| +23% | +$330K | 0.09% | 164 |
|
2019
Q1 | $1.24M | Buy |
34,078
+6,145
| +22% | +$224K | 0.07% | 188 |
|
2018
Q4 | $955K | Buy |
+27,933
| New | +$955K | 0.07% | 170 |
|