Van Lanschot Kempen Investment 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 | $1.63M | Buy |
43,789
+40,427
| +1,202% | +$1.5M | 0.02% | 221 |
|
|
2025
Q1 | $133K | Sell |
3,362
-497
| -13% | -$19.6K | ﹤0.01% | 223 |
|
|
2024
Q4 | $140K | Sell |
3,859
-879
| -19% | -$31.9K | ﹤0.01% | 222 |
|
|
2024
Q3 | $183K | Sell |
4,738
-229
| -5% | -$8.83K | ﹤0.01% | 200 |
|
|
2024
Q2 | $185K | Buy |
4,967
+2,147
| +76% | +$80.1K | ﹤0.01% | 203 |
|
|
2024
Q1 | $104K | Buy |
2,820
+372
| +15% | +$13.8K | ﹤0.01% | 204 |
|
|
2023
Q4 | $91.4K | Buy |
2,448
+24
| +1% | +$896 | ﹤0.01% | 205 |
|
|
2023
Q3 | $83.2K | Hold |
2,424
| – | – | ﹤0.01% | 192 |
|
|
2023
Q2 | $96.7K | Buy |
2,424
+390
| +19% | +$15.6K | ﹤0.01% | 192 |
|
|
2023
Q1 | $88.8K | Sell |
2,034
-1,802
| -47% | -$78.7K | ﹤0.01% | 192 |
|
|
2022
Q4 | $183K | Buy |
3,836
+2,034
| +113% | +$97.1K | 0.01% | 179 |
|
|
2022
Q3 | $75K | Buy |
+1,802
| New | +$75K | ﹤0.01% | 189 |
|