Petrus Trust Company’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,239
| Closed | -$279K | – | 763 |
|
|
2024
Q3 | $279K | Buy |
+7,239
| New | +$279K | 0.03% | 424 |
|
|
2024
Q1 | – | Sell |
-14,446
| Closed | -$540K | – | 802 |
|
|
2023
Q4 | $540K | Buy |
+14,446
| New | +$540K | 0.05% | 193 |
|
|
2023
Q2 | – | Sell |
-6,938
| Closed | -$303K | – | 762 |
|
|
2023
Q1 | $303K | Buy |
+6,938
| New | +$303K | 0.04% | 290 |
|