O'Brien Wealth Partners’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 | – | Sell |
-8,136
| Closed | -$390K | – | 50 |
|
|
2021
Q2 | $390K | Hold |
8,136
| – | – | 0.13% | 26 |
|
|
2021
Q1 | $369K | Hold |
8,136
| – | – | 0.12% | 26 |
|
|
2020
Q4 | $396K | Hold |
8,136
| – | – | 0.14% | 23 |
|
|
2020
Q3 | $339K | Hold |
8,136
| – | – | 0.14% | 22 |
|
|
2020
Q2 | $346K | Hold |
8,136
| – | – | 0.14% | 21 |
|
|
2020
Q1 | $326K | Hold |
8,136
| – | – | 0.18% | 23 |
|
|
2019
Q4 | $375K | Hold |
8,136
| – | – | 0.27% | 26 |
|
|
2019
Q3 | $365K | Hold |
8,136
| – | – | 0.29% | 24 |
|
|
2019
Q2 | $339K | Hold |
8,136
| – | – | 0.25% | 25 |
|
|
2019
Q1 | $296K | Hold |
8,136
| – | – | 0.21% | 26 |
|
|
2018
Q4 | $276K | Hold |
8,136
| – | – | 0.19% | 30 |
|
|
2018
Q3 | $300K | Buy |
+8,136
| New | +$301K | 0.19% | 27 |
|
|
2018
Q2 | – | Sell |
-8,136
| Closed | -$277K | – | 180 |
|
|
2018
Q1 | $277K | Hold |
8,136
| – | – | 0.19% | 26 |
|
|
2017
Q4 | $319K | Hold |
8,136
| – | – | 0.2% | 25 |
|
|
2017
Q3 | $270K | Hold |
8,136
| – | – | 0.14% | 27 |
|
|
2017
Q2 | $271K | Hold |
8,136
| – | – | 0.14% | 29 |
|
|
2017
Q1 | $262K | Hold |
8,136
| – | – | 0.15% | 30 |
|
|
2016
Q4 | $244K | Hold |
8,136
| – | – | 0.15% | 30 |
|
|
2016
Q3 | $248K | Hold |
8,136
| – | – | 0.16% | 30 |
|
|
2016
Q2 | $290K | Hold |
8,136
| – | – | 0.2% | 27 |
|
|
2016
Q1 | $259K | Hold |
8,136
| – | – | 0.2% | 29 |
|
|
2015
Q4 | $242K | Buy |
+8,136
| New | +$234K | 0.24% | 27 |
|
Other funds holding WTRG
PAMS
