SM
Sciencast Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
+11,349
| New | +$422K | 0.09% | 214 |
|
|
2022
Q1 | – | Sell |
-15,759
| Closed | -$840K | – | 788 |
|
|
2021
Q4 | $840K | Buy |
+15,759
| New | +$840K | 0.15% | 198 |
|
|
2021
Q2 | – | Sell |
-7,306
| Closed | -$331K | – | 730 |
|
|
2021
Q1 | $331K | Buy |
+7,306
| New | +$331K | 0.07% | 371 |
|
|
2016
Q4 | – | Sell |
-6,936
| Closed | -$215K | – | 243 |
|
|
2016
Q3 | $215K | Sell |
6,936
-13,265
| -66% | -$411K | 0.64% | 73 |
|
|
2016
Q2 | $720K | Buy |
20,201
+10,101
| +100% | +$360K | 0.32% | 107 |
|
|
2016
Q1 | $321K | Buy |
+10,100
| New | +$321K | 0.25% | 133 |
|