Independence Bank of Kentucky’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-320
| Closed | -$11.9K | – | 607 |
|
|
2024
Q2 | $11.9K | Sell |
320
-208
| -39% | -$7.77K | ﹤0.01% | 444 |
|
|
2024
Q1 | $19.6K | Buy |
+528
| New | +$19.6K | 0.01% | 392 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$5K | – | 418 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 361 |
|
|
2021
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 363 |
|
|
2020
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 331 |
|