Mirabella Financial Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,066
| Closed | -$745K | – | 672 |
|
|
2023
Q1 | $745K | Buy |
+17,066
| New | +$745K | 0.11% | 166 |
|
|
2022
Q4 | – | Sell |
-11,074
| Closed | -$469K | – | 542 |
|
|
2022
Q3 | $469K | Buy |
11,074
+739
| +7% | +$31.3K | 0.05% | 176 |
|
|
2022
Q2 | $474K | Buy |
+10,335
| New | +$474K | 0.05% | 254 |
|
|
2021
Q2 | – | Sell |
-14,337
| Closed | -$642K | – | 421 |
|
|
2021
Q1 | $642K | Buy |
+14,337
| New | +$642K | 0.2% | 110 |
|
|
2020
Q4 | – | Sell |
-78,468
| Closed | -$3.16M | – | 493 |
|
|
2020
Q3 | $3.16M | Buy |
+78,468
| New | +$3.16M | 0.43% | 33 |
|