Johnson Financial Group Inc (Wisconsin)’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 |
-5,000
| Closed | -$218K | – | 709 |
|
|
2023
Q1 | $218K | Hold |
5,000
| – | – | 0.02% | 262 |
|
|
2022
Q4 | $239K | Hold |
5,000
| – | – | 0.02% | 232 |
|
|
2022
Q3 | $207K | Hold |
5,000
| – | – | 0.02% | 235 |
|
|
2022
Q2 | $229K | Hold |
5,000
| – | – | 0.02% | 233 |
|
|
2022
Q1 | $256K | Hold |
5,000
| – | – | 0.02% | 244 |
|
|
2021
Q4 | $268K | Hold |
5,000
| – | – | 0.02% | 243 |
|
|
2021
Q3 | $230K | Hold |
5,000
| – | – | 0.02% | 250 |
|
|
2021
Q2 | $229K | Hold |
5,000
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $224K | Hold |
5,000
| – | – | 0.02% | 255 |
|
|
2020
Q4 | $236K | Hold |
5,000
| – | – | 0.02% | 205 |
|
|
2020
Q3 | $201K | Hold |
5,000
| – | – | 0.02% | 194 |
|
|
2020
Q2 | $211K | Buy |
+5,000
| New | +$211K | 0.02% | 178 |
|