Maryland Capital Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75
| Closed | -$2.78K | – | 254 |
|
|
2024
Q1 | $2.78K | Sell |
75
-75
| -50% | -$2.78K | ﹤0.01% | 195 |
|
|
2023
Q4 | $5.6K | Hold |
150
| – | – | ﹤0.01% | 181 |
|
|
2023
Q3 | $5.15K | Hold |
150
| – | – | ﹤0.01% | 183 |
|
|
2023
Q2 | $5.99K | Hold |
150
| – | – | ﹤0.01% | 186 |
|
|
2023
Q1 | $6.55K | Hold |
150
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $7.16K | Hold |
150
| – | – | 0.01% | 188 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $7K | Buy |
+150
| New | +$7K | 0.01% | 188 |
|