IFM Investors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
69,999
-4,286
| -6% | -$159K | 0.02% | 473 |
|
|
2025
Q1 | $2.94M | Sell |
74,285
-15,549
| -17% | -$615K | 0.03% | 444 |
|
|
2024
Q4 | $3.26M | Sell |
89,834
-3,462
| -4% | -$126K | 0.03% | 431 |
|
|
2024
Q3 | $3.6M | Sell |
93,296
-7,348
| -7% | -$283K | 0.03% | 433 |
|
|
2024
Q2 | $3.76M | Buy |
100,644
+223
| +0.2% | +$8.33K | 0.04% | 401 |
|
|
2024
Q1 | $3.72M | Buy |
100,421
+8,033
| +9% | +$298K | 0.04% | 400 |
|
|
2023
Q4 | $3.45M | Sell |
92,388
-463
| -0.5% | -$17.3K | 0.04% | 387 |
|
|
2023
Q3 | $3.19M | Buy |
92,851
+2,369
| +3% | +$81.3K | 0.04% | 403 |
|
|
2023
Q2 | $3.61M | Buy |
90,482
+19,867
| +28% | +$793K | 0.05% | 373 |
|
|
2023
Q1 | $3.08M | Buy |
70,615
+2,158
| +3% | +$94.2K | 0.05% | 383 |
|
|
2022
Q4 | $3.27M | Sell |
68,457
-15,522
| -18% | -$741K | 0.05% | 355 |
|
|
2022
Q3 | $3.48M | Buy |
83,979
+20,153
| +32% | +$834K | 0.06% | 319 |
|
|
2022
Q2 | $2.93M | Sell |
63,826
-1,466
| -2% | -$67.2K | 0.05% | 354 |
|
|
2022
Q1 | $3.34M | Buy |
65,292
+34,168
| +110% | +$1.75M | 0.05% | 350 |
|
|
2021
Q4 | $1.67M | Sell |
31,124
-882
| -3% | -$47.4K | 0.03% | 510 |
|
|
2021
Q3 | $1.48M | Hold |
32,006
| – | – | 0.03% | 507 |
|
|
2021
Q2 | $1.46M | Buy |
32,006
+7,329
| +30% | +$335K | 0.03% | 535 |
|
|
2021
Q1 | $1.1M | Buy |
24,677
+1,379
| +6% | +$61.7K | 0.03% | 523 |
|
|
2020
Q4 | $1.1M | Buy |
23,298
+2,607
| +13% | +$123K | 0.04% | 481 |
|
|
2020
Q3 | $833K | Buy |
20,691
+1,548
| +8% | +$62.3K | 0.03% | 455 |
|
|
2020
Q2 | $809K | Sell |
19,143
-2,546
| -12% | -$108K | 0.04% | 404 |
|
|
2020
Q1 | $934K | Buy |
21,689
+6,398
| +42% | +$276K | 0.04% | 395 |
|
|
2019
Q4 | $718K | Buy |
+15,291
| New | +$718K | 0.03% | 550 |
|