Twin Tree 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 | – | Hold |
0
| – | – | – | 935 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 970 |
|
|
2023
Q3 | – | Sell |
-7,754
| Closed | -$309K | – | 793 |
|
|
2023
Q2 | $309K | Buy |
+7,754
| New | +$309K | ﹤0.01% | 392 |
|
|
2020
Q3 | – | Sell |
-25,237
| Closed | -$1.07M | – | 836 |
|
|
2020
Q2 | $1.07M | Sell |
25,237
-703
| -3% | -$29.7K | ﹤0.01% | 313 |
|
|
2020
Q1 | $1.06M | Buy |
+25,940
| New | +$1.06M | 0.01% | 221 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 853 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 901 |
|
|
2019
Q2 | – | Sell |
-2
| Closed | – | – | 908 |
|
|
2019
Q1 | $0 | Sell |
2
-18
| -90% | – | ﹤0.01% | 923 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 560 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | – | – | 646 |
|
|
2016
Q3 | $0 | Sell |
5
-148
| -97% | – | ﹤0.01% | 633 |
|
|
2016
Q2 | $5K | Buy |
+153
| New | +$5K | ﹤0.01% | 452 |
|