Tyers Asset Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.97M | Sell |
43,848
-11,648
| -21% | -$522K | 0.07% | 226 |
|
|
2019
Q2 | $2.3M | Buy |
55,496
+25,340
| +84% | +$1.05M | 0.08% | 212 |
|
|
2019
Q1 | $1.1M | Hold |
30,156
| – | – | 0.04% | 293 |
|
|
2018
Q4 | $1.03M | Buy |
30,156
+3,080
| +11% | +$105K | 0.04% | 275 |
|
|
2018
Q3 | $999K | Buy |
27,076
+3,780
| +16% | +$139K | 0.03% | 306 |
|
|
2018
Q2 | $819K | Buy |
23,296
+1,204
| +5% | +$42.3K | 0.03% | 323 |
|
|
2018
Q1 | $752K | Hold |
22,092
| – | – | 0.03% | 314 |
|
|
2017
Q4 | $867K | Buy |
22,092
+3,696
| +20% | +$145K | 0.03% | 304 |
|
|
2017
Q3 | $611K | Buy |
18,396
+1,764
| +11% | +$58.6K | 0.02% | 352 |
|
|
2017
Q2 | $554K | Buy |
16,632
+6,160
| +59% | +$205K | 0.02% | 381 |
|
|
2017
Q1 | $337K | Sell |
10,472
-784
| -7% | -$25.2K | 0.01% | 461 |
|
|
2016
Q4 | $338K | Buy |
+11,256
| New | +$338K | 0.01% | 415 |
|