Metis Global Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
+12,932
| New | +$480K | 0.01% | 600 |
|
|
2024
Q4 | – | Sell |
-11,350
| Closed | -$438K | – | 806 |
|
|
2024
Q3 | $438K | Sell |
11,350
-499
| -4% | -$19.2K | 0.01% | 600 |
|
|
2024
Q2 | $442K | Sell |
11,849
-329
| -3% | -$12.3K | 0.02% | 565 |
|
|
2024
Q1 | $451K | Buy |
12,178
+756
| +7% | +$28K | 0.02% | 576 |
|
|
2023
Q4 | $427K | Sell |
11,422
-608
| -5% | -$22.7K | 0.02% | 576 |
|
|
2023
Q3 | $413K | Buy |
12,030
+1,283
| +12% | +$44K | 0.02% | 572 |
|
|
2023
Q2 | $429K | Buy |
10,747
+1,315
| +14% | +$52.5K | 0.02% | 551 |
|
|
2023
Q1 | $412K | Buy |
9,432
+3,694
| +64% | +$161K | 0.03% | 523 |
|
|
2022
Q4 | $274K | Buy |
+5,738
| New | +$274K | 0.02% | 544 |
|