Mendel Money Management’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 | $349K | Buy |
9,390
+100
| +1% | +$3.71K | 0.15% | 120 |
|
|
2025
Q1 | $367K | Buy |
9,290
+210
| +2% | +$8.3K | 0.17% | 113 |
|
|
2024
Q4 | $330K | Buy |
9,080
+40
| +0.4% | +$1.45K | 0.15% | 122 |
|
|
2024
Q3 | $349K | Buy |
9,040
+10
| +0.1% | +$386 | 0.15% | 119 |
|
|
2024
Q2 | $337K | Buy |
9,030
+100
| +1% | +$3.73K | 0.16% | 109 |
|
|
2024
Q1 | $331K | Buy |
8,930
+185
| +2% | +$6.85K | 0.15% | 110 |
|
|
2023
Q4 | $327K | Buy |
8,745
+515
| +6% | +$19.2K | 0.16% | 113 |
|
|
2023
Q3 | $283K | Buy |
8,230
+2,500
| +44% | +$85.8K | 0.15% | 112 |
|
|
2023
Q2 | $229K | Buy |
+5,730
| New | +$229K | 0.12% | 120 |
|