Mercer Global 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 | $1.38M | Buy |
37,251
+5,616
| +18% | +$209K | ﹤0.01% | 1024 |
|
|
2025
Q1 | $1.25M | Sell |
31,635
-838
| -3% | -$33.1K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $1.18M | Sell |
32,473
-3,089
| -9% | -$112K | ﹤0.01% | 1028 |
|
|
2024
Q3 | $1.36M | Buy |
35,562
+2,085
| +6% | +$79.9K | ﹤0.01% | 894 |
|
|
2024
Q2 | $1.25M | Buy |
33,477
+89
| +0.3% | +$3.32K | ﹤0.01% | 872 |
|
|
2024
Q1 | $1.24M | Sell |
33,388
-2,330
| -7% | -$86.6K | ﹤0.01% | 876 |
|
|
2023
Q4 | $1.33M | Sell |
35,718
-984
| -3% | -$36.8K | ﹤0.01% | 866 |
|
|
2023
Q3 | $1.26M | Sell |
36,702
-2,260
| -6% | -$77.6K | ﹤0.01% | 849 |
|
|
2023
Q2 | $1.56M | Sell |
38,962
-1,422
| -4% | -$56.8K | 0.01% | 803 |
|
|
2023
Q1 | $1.76M | Sell |
40,384
-629
| -2% | -$27.5K | 0.01% | 716 |
|
|
2022
Q4 | $1.96M | Sell |
41,013
-3,103
| -7% | -$148K | 0.01% | 689 |
|
|
2022
Q3 | $1.83M | Buy |
44,116
+17,089
| +63% | +$707K | 0.01% | 645 |
|
|
2022
Q2 | $1.24M | Buy |
27,027
+1,137
| +4% | +$52.1K | 0.01% | 772 |
|
|
2022
Q1 | $1.32M | Sell |
25,890
-6,166
| -19% | -$315K | 0.01% | 786 |
|
|
2021
Q4 | $1.72M | Sell |
32,056
-1,624
| -5% | -$87.2K | 0.01% | 677 |
|
|
2021
Q3 | $1.55M | Sell |
33,680
-2,005
| -6% | -$92.4K | 0.01% | 704 |
|
|
2021
Q2 | $1.63M | Buy |
35,685
+2,631
| +8% | +$120K | 0.01% | 647 |
|
|
2021
Q1 | $1.48M | Buy |
33,054
+190
| +0.6% | +$8.5K | 0.01% | 639 |
|
|
2020
Q4 | $1.55M | Sell |
32,864
-33
| -0.1% | -$1.56K | 0.02% | 490 |
|
|
2020
Q3 | $1.32M | Buy |
32,897
+275
| +0.8% | +$11.1K | 0.02% | 486 |
|
|
2020
Q2 | $1.38M | Sell |
32,622
-3,879
| -11% | -$164K | 0.03% | 410 |
|
|
2020
Q1 | $1.49M | Buy |
+36,501
| New | +$1.49M | 0.03% | 376 |
|
|
2019
Q4 | – | Sell |
-33,447
| Closed | -$1.5M | – | 1204 |
|
|
2019
Q3 | $1.5M | Buy |
33,447
+2,716
| +9% | +$122K | 0.04% | 369 |
|
|
2019
Q2 | $1.27M | Sell |
30,731
-141
| -0.5% | -$5.83K | 0.03% | 398 |
|
|
2019
Q1 | $1.13M | Buy |
+30,872
| New | +$1.13M | 0.04% | 381 |
|