Principal Securities’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 | $70.7K | Sell |
1,903
-568
| -23% | -$21.1K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $89.7K | Buy |
2,471
+366
| +17% | +$13.3K | ﹤0.01% | 1485 |
|
|
2024
Q4 | $76.4K | Sell |
2,105
-2,283
| -52% | -$82.9K | ﹤0.01% | 1552 |
|
|
2024
Q3 | $169K | Sell |
4,388
-141
| -3% | -$5.44K | ﹤0.01% | 1167 |
|
|
2024
Q2 | $169K | Sell |
4,529
-5,924
| -57% | -$221K | ﹤0.01% | 1105 |
|
|
2024
Q1 | $387K | Sell |
10,453
-7,090
| -40% | -$263K | 0.01% | 766 |
|
|
2023
Q4 | $655K | Buy |
+17,543
| New | +$655K | 0.02% | 516 |
|