Moseley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,230
| Closed | -$200K | – | 166 |
|
|
2020
Q4 | $200K | Sell |
4,230
-945
| -18% | -$44.7K | 0.12% | 150 |
|
|
2020
Q3 | $208K | Sell |
5,175
-4
| -0.1% | -$161 | 0.15% | 131 |
|
|
2020
Q2 | $219K | Sell |
5,179
-188
| -4% | -$7.95K | 0.18% | 122 |
|
|
2020
Q1 | $218K | Buy |
5,367
+348
| +7% | +$14.1K | 0.26% | 107 |
|
|
2019
Q4 | $236K | Sell |
5,019
-1,211
| -19% | -$56.9K | 0.23% | 109 |
|
|
2019
Q3 | $279K | Buy |
6,230
+8
| +0.1% | +$358 | 0.29% | 95 |
|
|
2019
Q2 | $257K | Buy |
6,222
+9
| +0.1% | +$372 | 0.24% | 108 |
|
|
2019
Q1 | $226K | Buy |
+6,213
| New | +$226K | 0.24% | 113 |
|