Seneca House Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,533
| Closed | -$205K | – | 83 |
|
|
2024
Q1 | $205K | Hold |
5,533
| – | – | 0.09% | 79 |
|
|
2023
Q4 | $207K | Buy |
+5,533
| New | +$207K | 0.1% | 75 |
|
|
2023
Q3 | – | Sell |
-10,533
| Closed | -$420K | – | 85 |
|
|
2023
Q2 | $420K | Hold |
10,533
| – | – | 0.21% | 61 |
|
|
2023
Q1 | $460K | Buy |
+10,533
| New | +$460K | 0.24% | 58 |
|