Koshinski Asset Management
WTRG icon

Koshinski Asset Management’s Essential Utilities WTRG Stock Holding History

Koshinski Asset Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-416
Closed -$21.3K – 1973
2022
Q1 		$21.3K Buy
+416
New +$20.1K ﹤0.01% 1392

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Koshinski Asset Management's WTRG Position: Q2 2022 in Review

Koshinski Asset Management sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 416 shares — an estimated $21.3K sold.

Koshinski Asset Management first reported a position in WTRG in Q1 2022 and held it in 1 quarter. The position peaked at $21.3K in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Koshinski Asset Management reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 416 Essential Utilities shares in Q2 2022, an estimated $21.3K.
  • Koshinski Asset Management first reported a position in Essential Utilities in Q1 2022 and held it in 1 quarter.
  • Koshinski Asset Management's Essential Utilities position peaked at $21.3K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.