Maryland 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
Q3 | $288K | Buy |
+6,951
| New | +$288K | 0.02% | 186 |
|
|
2015
Q3 | – | Sell |
-18,732
| Closed | -$459K | – | 182 |
|
|
2015
Q2 | $459K | Hold |
18,732
| – | – | 0.07% | 108 |
|
|
2015
Q1 | $494K | Hold |
18,732
| – | – | 0.08% | 103 |
|
|
2014
Q4 | $500K | Hold |
18,732
| – | – | 0.08% | 105 |
|
|
2014
Q3 | $441K | Hold |
18,732
| – | – | 0.08% | 115 |
|
|
2014
Q2 | $491K | Hold |
18,732
| – | – | 0.09% | 113 |
|
|
2014
Q1 | $470K | Hold |
18,732
| – | – | 0.09% | 116 |
|
|
2013
Q4 | $442K | Hold |
18,732
| – | – | 0.07% | 141 |
|
|
2013
Q3 | $463K | Sell |
18,732
-1
| -0% | -$25 | 0.08% | 140 |
|
|
2013
Q2 | $469K | Buy |
+18,733
| New | +$469K | 0.08% | 135 |
|