Boston Private Bank & Trust’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $9K | Hold |
331
| – | – | ﹤0.01% | 843 |
|
|
2014
Q4 | $9K | Hold |
331
| – | – | ﹤0.01% | 875 |
|
|
2014
Q3 | $8K | Hold |
331
| – | – | ﹤0.01% | 898 |
|
|
2014
Q2 | $9K | Sell |
331
-406
| -55% | -$11K | ﹤0.01% | 839 |
|
|
2014
Q1 | $18K | Hold |
737
| – | – | ﹤0.01% | 766 |
|
|
2013
Q4 | $17K | Hold |
737
| – | – | ﹤0.01% | 772 |
|
|
2013
Q3 | $18K | Sell |
737
-1
| -0.1% | -$24 | ﹤0.01% | 723 |
|
|
2013
Q2 | $18K | Buy |
+738
| New | +$18K | ﹤0.01% | 691 |
|