Osborn Williams & Donohoe’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$1.82M Sell
44,585
-225
-0.5% -$9.16K 0.24% 97
2019
Q4
$2.1M Buy
44,810
+2,369
+6% +$111K 0.21% 112
2019
Q3
$1.9M Sell
42,441
-300
-0.7% -$13.5K 0.19% 126
2019
Q2
$1.77M Buy
42,741
+2,725
+7% +$113K 0.18% 132
2019
Q1
$1.47M Buy
+40,016
New +$1.47M 0.15% 147