Patten Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$34K | – | 546 |
|
|
2018
Q4 | $34K | Hold |
1,000
| – | – | 0.02% | 325 |
|
|
2018
Q3 | $37K | Hold |
1,000
| – | – | 0.01% | 358 |
|
|
2018
Q2 | $35K | Hold |
1,000
| – | – | 0.01% | 360 |
|
|
2018
Q1 | $34K | Hold |
1,000
| – | – | 0.01% | 359 |
|
|
2017
Q4 | $39K | Hold |
1,000
| – | – | 0.02% | 362 |
|
|
2017
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 372 |
|
|
2017
Q2 | $34K | Hold |
1,000
| – | – | 0.01% | 372 |
|
|
2017
Q1 | $32K | Hold |
1,000
| – | – | 0.01% | 357 |
|
|
2016
Q4 | $30K | Hold |
1,000
| – | – | 0.01% | 362 |
|
|
2016
Q3 | $29.8K | Hold |
1,000
| – | – | 0.01% | 370 |
|
|
2016
Q2 | $35.7K | Hold |
1,000
| – | – | 0.02% | 336 |
|
|
2016
Q1 | $31.8K | Hold |
1,000
| – | – | 0.02% | 353 |
|
|
2015
Q4 | $29.8K | Hold |
1,000
| – | – | 0.01% | 374 |
|
|
2015
Q3 | $26.5K | Hold |
1,000
| – | – | 0.01% | 347 |
|
|
2015
Q2 | $24.5K | Buy |
+1,000
| New | +$24.5K | 0.01% | 353 |
|