6 Meridian’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $232K | Buy |
+4,313
| New | +$232K | 0.02% | 317 |
|
|
2020
Q1 | – | Sell |
-13,277
| Closed | -$623K | – | 564 |
|
|
2019
Q4 | $623K | Buy |
13,277
+445
| +3% | +$20.9K | 0.05% | 223 |
|
|
2019
Q3 | $575K | Sell |
12,832
-1,350
| -10% | -$60.5K | 0.06% | 238 |
|
|
2019
Q2 | $587K | Buy |
14,182
+244
| +2% | +$10.1K | 0.06% | 194 |
|
|
2019
Q1 | $508K | Buy |
13,938
+629
| +5% | +$22.9K | 0.05% | 275 |
|
|
2018
Q4 | $455K | Sell |
13,309
-137
| -1% | -$4.68K | 0.05% | 286 |
|
|
2018
Q3 | $496K | Buy |
13,446
+268
| +2% | +$9.89K | 0.05% | 306 |
|
|
2018
Q2 | $464K | Sell |
13,178
-326
| -2% | -$11.5K | 0.05% | 301 |
|
|
2018
Q1 | $460K | Buy |
13,504
+376
| +3% | +$12.8K | 0.05% | 299 |
|
|
2017
Q4 | $515K | Buy |
+13,128
| New | +$515K | 0.06% | 220 |
|