USA Financial Formulas’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,446
| Closed | -$913K | – | 322 |
|
|
2019
Q4 | $913K | Sell |
19,446
-2,826
| -13% | -$133K | 0.38% | 68 |
|
|
2019
Q3 | $998K | Buy |
+22,272
| New | +$998K | 0.39% | 73 |
|
|
2016
Q3 | – | Sell |
-14,092
| Closed | -$503K | – | 305 |
|
|
2016
Q2 | $503K | Sell |
14,092
-5,034
| -26% | -$180K | 0.14% | 116 |
|
|
2016
Q1 | $609K | Buy |
+19,126
| New | +$609K | 0.19% | 47 |
|