I2I
Insight 2811 Inc’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,397
| Closed | -$210K | – | 97 |
|
|
2022
Q4 | $210K | Buy |
+4,397
| New | +$210K | 0.13% | 85 |
|
|
2022
Q2 | – | Sell |
-4,174
| Closed | -$213K | – | 99 |
|
|
2022
Q1 | $213K | Sell |
4,174
-1,220
| -23% | -$62.3K | 0.13% | 80 |
|
|
2021
Q4 | $290K | Buy |
5,394
+797
| +17% | +$42.8K | 0.16% | 66 |
|
|
2021
Q3 | $212K | Buy |
+4,597
| New | +$212K | 0.13% | 70 |
|
|
2016
Q3 | – | Sell |
-22,401
| Closed | -$799K | – | 107 |
|
|
2016
Q2 | $799K | Sell |
22,401
-2,883
| -11% | -$103K | 0.31% | 57 |
|
|
2016
Q1 | $805K | Sell |
25,284
-1,150
| -4% | -$36.6K | 0.32% | 52 |
|
|
2015
Q4 | $788K | Hold |
26,434
| – | – | 0.37% | 46 |
|
|
2015
Q3 | $700K | Sell |
26,434
-510
| -2% | -$13.5K | 0.41% | 51 |
|
|
2015
Q2 | $660K | Sell |
26,944
-15
| -0.1% | -$367 | 0.32% | 57 |
|
|
2015
Q1 | $710K | Sell |
26,959
-4,094
| -13% | -$108K | 0.33% | 59 |
|
|
2014
Q4 | $829K | Sell |
31,053
-805
| -3% | -$21.5K | 0.4% | 50 |
|
|
2014
Q3 | $750K | Sell |
31,858
-1,156
| -4% | -$27.2K | 0.32% | 57 |
|
|
2014
Q2 | $866K | Sell |
33,014
-1,921
| -5% | -$50.4K | 0.36% | 51 |
|
|
2014
Q1 | $876K | Buy |
+34,935
| New | +$876K | 0.37% | 50 |
|