Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-28,314
| Closed | -$968K | – | 440 |
|
|
2018
Q4 | $968K | Buy |
+28,314
| New | +$968K | 0.01% | 238 |
|
|
2014
Q3 | – | Sell |
-6,600
| Closed | -$173K | – | 410 |
|
|
2014
Q2 | $173K | Buy |
+6,600
| New | +$173K | 0.01% | 305 |
|
|
2014
Q1 | – | Sell |
-3,000
| Closed | -$70K | – | 419 |
|
|
2013
Q4 | $70K | Buy |
+3,000
| New | +$70K | 0.01% | 317 |
|