Ogorek Anthony Joseph’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 619 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 322 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 300 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 267 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 287 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 266 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$5K | – | 209 |
|
|
2020
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 164 |
|
|
2020
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 163 |
|
|
2019
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 176 |
|
|
2019
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 137 |
|
|
2019
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 137 |
|
|
2019
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 140 |
|
|
2018
Q4 | $4K | Hold |
125
| – | – | ﹤0.01% | 138 |
|
|
2018
Q3 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 140 |
|