Mid Atlantic Financial Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $496K | Buy |
10,774
+3
| +0% | +$138 | 0.03% | 452 |
|
|
2021
Q2 | $492K | Buy |
10,771
+3
| +0% | +$137 | 0.03% | 470 |
|
|
2021
Q1 | $482K | Buy |
10,768
+4
| +0% | +$179 | 0.04% | 443 |
|
|
2020
Q4 | $509K | Buy |
10,764
+3
| +0% | +$142 | 0.04% | 391 |
|
|
2020
Q3 | $483K | Buy |
10,761
+304
| +3% | +$13.6K | 0.04% | 369 |
|
|
2020
Q2 | $442K | Buy |
10,457
+3
| +0% | +$127 | 0.04% | 372 |
|
|
2020
Q1 | $425K | Sell |
10,454
-47
| -0.4% | -$1.91K | 0.05% | 346 |
|
|
2019
Q4 | $493K | Sell |
10,501
-400
| -4% | -$18.8K | 0.05% | 392 |
|
|
2019
Q3 | $489K | Buy |
10,901
+600
| +6% | +$26.9K | 0.05% | 360 |
|
|
2019
Q2 | $426K | Hold |
10,301
| – | – | 0.04% | 414 |
|
|
2019
Q1 | $375K | Buy |
10,301
+400
| +4% | +$14.6K | 0.04% | 442 |
|
|
2018
Q4 | $339K | Buy |
+9,901
| New | +$339K | 0.04% | 441 |
|