MHR
Matthew Hamilton Rosenberg’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04K | Buy |
55
+52
| +1,733% | +$1.93K | ﹤0.01% | 778 |
|
|
2025
Q1 | $119 | Buy |
+3
| New | +$119 | ﹤0.01% | 815 |
|
|
2024
Q4 | – | Sell |
-180
| Closed | -$6.94K | – | 877 |
|
|
2024
Q3 | $6.94K | Hold |
180
| – | – | ﹤0.01% | 660 |
|
|
2024
Q2 | $6.68K | Sell |
180
-1,000
| -85% | -$37.1K | ﹤0.01% | 630 |
|
|
2024
Q1 | $43.4K | Sell |
1,180
-500
| -30% | -$18.4K | 0.01% | 443 |
|
|
2023
Q4 | $62.7K | Sell |
1,680
-400
| -19% | -$14.9K | 0.02% | 391 |
|
|
2023
Q3 | $71.4K | Buy |
2,080
+500
| +32% | +$17.2K | 0.02% | 350 |
|
|
2023
Q2 | $63.1K | Hold |
1,580
| – | – | 0.02% | 388 |
|
|
2023
Q1 | $69K | Sell |
1,580
-320
| -17% | -$14K | 0.02% | 393 |
|
|
2022
Q4 | $90.7K | Hold |
1,900
| – | – | 0.03% | 330 |
|
|
2022
Q3 | $79K | Hold |
1,900
| – | – | 0.03% | 336 |
|
|
2022
Q2 | $90K | Hold |
1,900
| – | – | 0.03% | 319 |
|
|
2022
Q1 | $97K | Hold |
1,900
| – | – | 0.03% | 314 |
|
|
2021
Q4 | $102K | Hold |
1,900
| – | – | 0.04% | 295 |
|
|
2021
Q3 | $88K | Hold |
1,900
| – | – | 0.03% | 302 |
|
|
2021
Q2 | $87K | Hold |
1,900
| – | – | 0.05% | 284 |
|
|
2021
Q1 | $85K | Hold |
1,900
| – | – | 0.05% | 277 |
|
|
2020
Q4 | $90K | Hold |
1,900
| – | – | 0.06% | 241 |
|
|
2020
Q3 | $76K | Hold |
1,900
| – | – | 0.06% | 248 |
|
|
2020
Q2 | $80K | Hold |
1,900
| – | – | 0.06% | 238 |
|
|
2020
Q1 | $78K | Buy |
+1,900
| New | +$78K | 0.08% | 176 |
|