OAM
Optimal Asset Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.47M | Buy |
31,965
+10
| +0% | +$461 | 0.18% | 181 |
|
|
2021
Q2 | $1.46M | Hold |
31,955
| – | – | 0.17% | 197 |
|
|
2021
Q1 | $1.43M | Buy |
31,955
+20,000
| +167% | +$895K | 0.19% | 189 |
|
|
2020
Q4 | $565K | Sell |
11,955
-11,923
| -50% | -$563K | 0.08% | 327 |
|
|
2020
Q3 | $962K | Buy |
23,878
+16,346
| +217% | +$659K | 0.14% | 233 |
|
|
2020
Q2 | $318K | Buy |
+7,532
| New | +$318K | 0.05% | 375 |
|