Humankind Investments’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,894
| Closed | -$345K | – | 146 |
|
|
2023
Q1 | $345K | Buy |
7,894
+117
| +2% | +$5.11K | 0.14% | 81 |
|
|
2022
Q4 | $371K | Buy |
7,777
+784
| +11% | +$37.4K | 0.16% | 83 |
|
|
2022
Q3 | $289K | Buy |
6,993
+437
| +7% | +$18.1K | 0.14% | 83 |
|
|
2022
Q2 | $301K | Sell |
6,556
-3,877
| -37% | -$178K | 0.14% | 79 |
|
|
2022
Q1 | $533K | Buy |
10,433
+913
| +10% | +$46.6K | 0.22% | 60 |
|
|
2021
Q4 | $511K | Buy |
9,520
+1,099
| +13% | +$59K | 0.64% | 51 |
|
|
2021
Q3 | $388K | Buy |
8,421
+4,042
| +92% | +$186K | 0.59% | 58 |
|
|
2021
Q2 | $200K | Buy |
+4,379
| New | +$200K | 0.36% | 80 |
|