MML Investors Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,550
| Closed | -$248K | – | 1945 |
|
|
2021
Q1 | $248K | Buy |
+5,550
| New | +$248K | ﹤0.01% | 1614 |
|
|
2019
Q3 | – | Sell |
-5,736
| Closed | -$237K | – | 1621 |
|
|
2019
Q2 | $237K | Sell |
5,736
-272
| -5% | -$11.2K | ﹤0.01% | 1424 |
|
|
2019
Q1 | $219K | Buy |
+6,008
| New | +$219K | ﹤0.01% | 1439 |
|
|
2018
Q4 | – | Sell |
-6,226
| Closed | -$230K | – | 1626 |
|
|
2018
Q3 | $230K | Buy |
+6,226
| New | +$230K | ﹤0.01% | 1424 |
|
|
2017
Q3 | – | Sell |
-104,357
| Closed | -$3.48M | – | 1380 |
|
|
2017
Q2 | $3.48M | Sell |
104,357
-74,507
| -42% | -$2.48M | 0.07% | 227 |
|
|
2017
Q1 | $5.75M | Buy |
+178,864
| New | +$5.75M | 0.12% | 71 |
|