Zurich Insurance Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25,600
| Closed | -$872K | – | 550 |
|
|
2018
Q1 | $872K | Hold |
25,600
| – | – | 0.02% | 463 |
|
|
2017
Q4 | $1M | Hold |
25,600
| – | – | 0.02% | 500 |
|
|
2017
Q3 | $850K | Hold |
25,600
| – | – | 0.02% | 563 |
|
|
2017
Q2 | $852K | Hold |
25,600
| – | – | 0.02% | 529 |
|
|
2017
Q1 | $823K | Buy |
+25,600
| New | +$823K | 0.02% | 474 |
|
|
2016
Q1 | – | Sell |
-53,125
| Closed | -$1.58M | – | 390 |
|
|
2015
Q4 | $1.58M | Hold |
53,125
| – | – | 0.06% | 244 |
|
|
2015
Q3 | $1.41M | Buy |
+53,125
| New | +$1.41M | 0.05% | 183 |
|