MidWestOne Financial Group’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 | $232K | Hold |
6,250
| – | – | 0.03% | 271 |
|
|
2025
Q1 | $247K | Hold |
6,250
| – | – | 0.04% | 250 |
|
|
2024
Q4 | $227K | Hold |
6,250
| – | – | 0.03% | 267 |
|
|
2024
Q3 | $241K | Hold |
6,250
| – | – | 0.03% | 265 |
|
|
2024
Q2 | $233K | Hold |
6,250
| – | – | 0.04% | 270 |
|
|
2024
Q1 | $232K | Hold |
6,250
| – | – | 0.04% | 275 |
|
|
2023
Q4 | $233K | Hold |
6,250
| – | – | 0.04% | 261 |
|
|
2023
Q3 | $215K | Hold |
6,250
| – | – | 0.05% | 256 |
|
|
2023
Q2 | $249K | Hold |
6,250
| – | – | 0.05% | 240 |
|
|
2023
Q1 | $273K | Hold |
6,250
| – | – | 0.06% | 229 |
|
|
2022
Q4 | $298K | Hold |
6,250
| – | – | 0.07% | 211 |
|
|
2022
Q3 | $259K | Hold |
6,250
| – | – | 0.07% | 208 |
|
|
2022
Q2 | $287K | Hold |
6,250
| – | – | 0.07% | 192 |
|
|
2022
Q1 | $320K | Hold |
6,250
| – | – | 0.07% | 207 |
|
|
2021
Q4 | $336K | Hold |
6,250
| – | – | 0.07% | 204 |
|
|
2021
Q3 | $288K | Hold |
6,250
| – | – | 0.07% | 203 |
|
|
2021
Q2 | $286K | Hold |
6,250
| – | – | 0.07% | 197 |
|
|
2021
Q1 | $280K | Hold |
6,250
| – | – | 0.07% | 192 |
|
|
2020
Q4 | $296K | Hold |
6,250
| – | – | 0.08% | 176 |
|
|
2020
Q3 | $252K | Buy |
+6,250
| New | +$252K | 0.08% | 179 |
|
|
2020
Q2 | – | Sell |
-6,250
| Closed | -$254K | – | 197 |
|
|
2020
Q1 | $254K | Hold |
6,250
| – | – | 0.09% | 168 |
|
|
2019
Q4 | $293K | Hold |
6,250
| – | – | 0.06% | 194 |
|
|
2019
Q3 | $280K | Hold |
6,250
| – | – | 0.09% | 182 |
|
|
2019
Q2 | $259K | Buy |
+6,250
| New | +$259K | 0.07% | 222 |
|