Optimal Asset Management’s Essential Utilities WTRG Stock Holding History

Optimal Asset Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.47M	Buy
2021 Q2	$1.46M	Hold
2021 Q1	$1.43M	Buy
2020 Q4	$565K	Sell
2020 Q3	$962K	Buy
2020 Q2	$318K	Buy