Sustainable Insight Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,600
| Closed | -$220K | – | 122 |
|
|
2022
Q4 | $220K | Buy |
+4,600
| New | +$220K | 0.25% | 93 |
|
|
2022
Q3 | – | Sell |
-5,200
| Closed | -$256K | – | 131 |
|
|
2022
Q2 | $256K | Sell |
5,200
-600
| -10% | -$29.5K | 0.25% | 87 |
|
|
2022
Q1 | $297K | Sell |
5,800
-723
| -11% | -$37K | 0.21% | 79 |
|
|
2021
Q4 | $350K | Buy |
+6,523
| New | +$350K | 0.19% | 66 |
|