Yousif Capital 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 | $3.33M | Sell |
89,736
-20
| -0% | -$743 | 0.04% | 472 |
|
|
2025
Q1 | $3.55M | Sell |
89,756
-1,253
| -1% | -$49.5K | 0.04% | 418 |
|
|
2024
Q4 | $3.31M | Sell |
91,009
-3,120
| -3% | -$113K | 0.04% | 468 |
|
|
2024
Q3 | $3.63M | Sell |
94,129
-12,881
| -12% | -$497K | 0.04% | 443 |
|
|
2024
Q2 | $3.99M | Sell |
107,010
-9,022
| -8% | -$337K | 0.05% | 393 |
|
|
2024
Q1 | $4.3M | Sell |
116,032
-1,013
| -0.9% | -$37.5K | 0.05% | 406 |
|
|
2023
Q4 | $4.37M | Buy |
117,045
+2,371
| +2% | +$88.6K | 0.05% | 378 |
|
|
2023
Q3 | $3.94M | Sell |
114,674
-5,055
| -4% | -$174K | 0.05% | 381 |
|
|
2023
Q2 | $4.78M | Sell |
119,729
-3,264
| -3% | -$130K | 0.06% | 331 |
|
|
2023
Q1 | $5.37M | Sell |
122,993
-790
| -0.6% | -$34.5K | 0.07% | 281 |
|
|
2022
Q4 | $5.91M | Buy |
123,783
+2,470
| +2% | +$118K | 0.08% | 251 |
|
|
2022
Q3 | $5.02M | Sell |
121,313
-7,213
| -6% | -$298K | 0.07% | 272 |
|
|
2022
Q2 | $5.89M | Buy |
128,526
+5,725
| +5% | +$262K | 0.08% | 241 |
|
|
2022
Q1 | $6.28M | Buy |
122,801
+250
| +0.2% | +$12.8K | 0.07% | 278 |
|
|
2021
Q4 | $6.58M | Buy |
+122,551
| New | +$6.58M | 0.07% | 276 |
|