International Assets Investment Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-98,142
| Closed | -$2.55K | – | 1984 |
|
|
2024
Q3 | $2.55K | Buy |
+98,142
| New | +$2.55K | 0.01% | 805 |
|
|
2023
Q1 | – | Sell |
-4,450
| Closed | -$212K | – | 1374 |
|
|
2022
Q4 | $212K | Buy |
+4,450
| New | +$212K | 0.02% | 600 |
|
|
2021
Q2 | – | Sell |
-350
| Closed | -$17K | – | 1924 |
|
|
2021
Q1 | $17K | Hold |
350
| – | – | ﹤0.01% | 1370 |
|
|
2020
Q4 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 1238 |
|