Mid Atlantic Financial Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $496K | Buy |
|
|||||
|
2021
Q2 | $492K | Buy |
|
|||||
|
2021
Q1 | $482K | Buy |
|
|||||
|
2020
Q4 | $509K | Buy |
|
|||||
|
2020
Q3 | $483K | Buy |
|
|||||
|
2020
Q2 | $442K | Buy |
|
|||||
|
2020
Q1 | $425K | Sell |
|
|||||
|
2019
Q4 | $493K | Sell |
|
|||||
|
2019
Q3 | $489K | Buy |
|
|||||
|
2019
Q2 | $426K | Hold |
|
|||||
|
2019
Q1 | $375K | Buy |
|
|||||
|
2018
Q4 | $339K | Buy |
|