Mercer Capital Advisers’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-250
| Closed | -$10K | – | 180 |
|
|
2020
Q1 | $10K | Hold |
250
| – | – | 0.01% | 173 |
|
|
2019
Q4 | $12K | Hold |
250
| – | – | 0.01% | 188 |
|
|
2019
Q3 | $11K | Hold |
250
| – | – | 0.01% | 193 |
|
|
2019
Q2 | $10K | Hold |
250
| – | – | 0.01% | 204 |
|
|
2019
Q1 | $9K | Hold |
250
| – | – | 0.01% | 208 |
|
|
2018
Q4 | $9K | Hold |
250
| – | – | 0.01% | 209 |
|
|
2018
Q3 | $9K | Hold |
250
| – | – | 0.01% | 221 |
|
|
2018
Q2 | $9K | Hold |
250
| – | – | 0.01% | 233 |
|
|
2018
Q1 | $9K | Hold |
250
| – | – | 0.01% | 222 |
|
|
2017
Q4 | $10K | Hold |
250
| – | – | 0.01% | 215 |
|
|
2017
Q3 | $8K | Hold |
250
| – | – | 0.01% | 230 |
|
|
2017
Q2 | $8K | Hold |
250
| – | – | 0.01% | 237 |
|
|
2017
Q1 | $8K | Hold |
250
| – | – | 0.01% | 244 |
|
|
2016
Q4 | $8K | Hold |
250
| – | – | 0.01% | 246 |
|
|
2016
Q3 | $8K | Hold |
250
| – | – | 0.01% | 257 |
|
|
2016
Q2 | $9K | Hold |
250
| – | – | 0.01% | 245 |
|
|
2016
Q1 | $8K | Hold |
250
| – | – | 0.01% | 249 |
|
|
2015
Q4 | $7K | Hold |
250
| – | – | 0.01% | 264 |
|
|
2015
Q3 | $7K | Hold |
250
| – | – | 0.01% | 258 |
|
|
2015
Q2 | $6K | Hold |
250
| – | – | 0.01% | 275 |
|
|
2015
Q1 | $7K | Hold |
250
| – | – | 0.01% | 269 |
|
|
2014
Q4 | $7K | Buy |
+250
| New | +$7K | 0.01% | 270 |
|