Longfellow 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,767
| Closed | -$355K | – | 315 |
|
|
2024
Q4 | $355K | Sell |
9,767
-626
| -6% | -$22.7K | 0.09% | 120 |
|
|
2024
Q3 | $401K | Buy |
10,393
+62
| +0.6% | +$2.39K | 0.1% | 117 |
|
|
2024
Q2 | $386K | Buy |
10,331
+71
| +0.7% | +$2.65K | 0.1% | 107 |
|
|
2024
Q1 | $380K | Buy |
10,260
+70
| +0.7% | +$2.59K | 0.09% | 111 |
|
|
2023
Q4 | $381K | Buy |
10,190
+3,203
| +46% | +$120K | 0.09% | 111 |
|
|
2023
Q3 | $240K | Buy |
+6,987
| New | +$240K | 0.06% | 119 |
|