Plato 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46
| Closed | -$1.84K | – | 559 |
|
|
2025
Q1 | $1.84K | Hold |
46
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $1.68K | Hold |
46
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $1.77K | Hold |
46
| – | – | ﹤0.01% | 524 |
|
|
2024
Q2 | $1.72K | Hold |
46
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $1.7K | Sell |
46
-376
| -89% | -$13.9K | ﹤0.01% | 464 |
|
|
2023
Q4 | $15.8K | Buy |
+422
| New | +$15.8K | 0.02% | 335 |
|