Meeder Advisory Services’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 | $481K | Buy |
12,960
+1,629
| +14% | +$60.5K | 0.02% | 384 |
|
|
2025
Q1 | $448K | Buy |
11,331
+802
| +8% | +$31.7K | 0.03% | 377 |
|
|
2024
Q4 | $382K | Sell |
10,529
-595
| -5% | -$21.6K | 0.02% | 404 |
|
|
2024
Q3 | $429K | Buy |
11,124
+969
| +10% | +$37.4K | 0.03% | 371 |
|
|
2024
Q2 | $379K | Buy |
10,155
+3,649
| +56% | +$136K | 0.03% | 366 |
|
|
2024
Q1 | $241K | Buy |
6,506
+339
| +5% | +$12.6K | 0.02% | 393 |
|
|
2023
Q4 | $230K | Buy |
+6,167
| New | +$230K | 0.03% | 388 |
|
|
2023
Q2 | – | Sell |
-8,142
| Closed | -$355K | – | 452 |
|
|
2023
Q1 | $355K | Sell |
8,142
-3,344
| -29% | -$146K | 0.04% | 333 |
|
|
2022
Q4 | $548K | Buy |
+11,486
| New | +$548K | 0.07% | 254 |
|