Voya Financial Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,308
| Closed | -$201K | – | 693 |
|
|
2020
Q4 | $201K | Buy |
+4,308
| New | +$201K | 0.01% | 607 |
|
|
2020
Q1 | – | Sell |
-8,352
| Closed | -$393K | – | 650 |
|
|
2019
Q4 | $393K | Sell |
8,352
-543
| -6% | -$25.6K | 0.02% | 449 |
|
|
2019
Q3 | $397K | Buy |
8,895
+3,483
| +64% | +$155K | 0.02% | 434 |
|
|
2019
Q2 | $219K | Buy |
+5,412
| New | +$219K | 0.01% | 570 |
|
|
2018
Q3 | – | Sell |
-8,367
| Closed | -$295K | – | 605 |
|
|
2018
Q2 | $295K | Sell |
8,367
-300
| -3% | -$10.6K | 0.02% | 440 |
|
|
2018
Q1 | $291K | Buy |
8,667
+1,601
| +23% | +$53.8K | 0.02% | 430 |
|
|
2017
Q4 | $278K | Hold |
7,066
| – | – | 0.02% | 448 |
|
|
2017
Q3 | $235K | Hold |
7,066
| – | – | 0.02% | 460 |
|
|
2017
Q2 | $236K | Buy |
7,066
+300
| +4% | +$10K | 0.02% | 437 |
|
|
2017
Q1 | $218K | Sell |
6,766
-1,000
| -13% | -$32.2K | 0.02% | 448 |
|
|
2016
Q4 | $234K | Buy |
+7,766
| New | +$234K | 0.02% | 404 |
|