MCF Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
753
| – | – | ﹤0.01% | 492 |
|
|
2025
Q1 | $29.8K | Hold |
753
| – | – | ﹤0.01% | 480 |
|
|
2024
Q4 | $27.4K | Hold |
753
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $29.1K | Hold |
753
| – | – | ﹤0.01% | 481 |
|
|
2024
Q2 | $28.1K | Hold |
753
| – | – | ﹤0.01% | 476 |
|
|
2024
Q1 | $27.9K | Hold |
753
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $28.1K | Hold |
753
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $25.9K | Hold |
753
| – | – | ﹤0.01% | 447 |
|
|
2023
Q2 | $30.1K | Hold |
753
| – | – | ﹤0.01% | 423 |
|
|
2023
Q1 | $32.9K | Hold |
753
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $36K | Buy |
753
+4
| +0.5% | +$191 | ﹤0.01% | 383 |
|
|
2022
Q3 | $31K | Buy |
749
+5
| +0.7% | +$207 | ﹤0.01% | 399 |
|
|
2022
Q2 | $34K | Buy |
744
+4
| +0.5% | +$183 | ﹤0.01% | 371 |
|
|
2022
Q1 | $38K | Buy |
+740
| New | +$38K | ﹤0.01% | 370 |
|
|
2021
Q4 | – | Sell |
-736
| Closed | -$34K | – | 702 |
|
|
2021
Q3 | $34K | Hold |
736
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $34K | Buy |
+736
| New | +$34K | ﹤0.01% | 331 |
|
|
2016
Q3 | – | Sell |
-750
| Closed | -$27K | – | 534 |
|
|
2016
Q2 | $27K | Hold |
750
| – | – | 0.01% | 277 |
|
|
2016
Q1 | $24K | Hold |
750
| – | – | 0.01% | 256 |
|
|
2015
Q4 | $22K | Hold |
750
| – | – | 0.01% | 265 |
|
|
2015
Q3 | $20K | Hold |
750
| – | – | 0.01% | 256 |
|
|
2015
Q2 | $18K | Hold |
750
| – | – | ﹤0.01% | 271 |
|
|
2015
Q1 | $20K | Hold |
750
| – | – | 0.01% | 263 |
|
|
2014
Q4 | $20K | Hold |
750
| – | – | 0.01% | 251 |
|
|
2014
Q3 | $19K | Hold |
750
| – | – | 0.01% | 255 |
|
|
2014
Q2 | $19K | Hold |
750
| – | – | 0.01% | 249 |
|
|
2014
Q1 | $19K | Hold |
750
| – | – | 0.01% | 258 |
|
|
2013
Q4 | $19K | Hold |
750
| – | – | 0.01% | 231 |
|
|
2013
Q3 | $19K | Hold |
750
| – | – | 0.01% | 235 |
|
|
2013
Q2 | $15K | Buy |
+750
| New | +$15K | 0.01% | 224 |
|