Money Concepts Capital’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 |
-20,032
| Closed | -$878K | – | 497 |
|
|
2023
Q1 | $878K | Sell |
20,032
-3,875
| -16% | -$170K | 0.05% | 234 |
|
|
2022
Q4 | $1.14M | Buy |
23,907
+1,838
| +8% | +$87.7K | 0.05% | 271 |
|
|
2022
Q3 | $913K | Buy |
22,069
+17,776
| +414% | +$735K | 0.05% | 238 |
|
|
2022
Q2 | $204K | Sell |
4,293
-2,562
| -37% | -$122K | 0.02% | 410 |
|
|
2022
Q1 | $350K | Buy |
6,855
+2,552
| +59% | +$130K | 0.02% | 538 |
|
|
2021
Q4 | $231K | Buy |
+4,303
| New | +$231K | 0.02% | 455 |
|