Ziegler 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
2022
Q1
Sell
-5,355
Closed -$288K 441
2021
Q4
$288K Sell
5,355
-34
-0.6% -$1.83K 0.01% 398
2021
Q3
$248K Buy
+5,389
New +$248K 0.01% 413