Alan B. Lancz & Associates’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 | $360K | Buy |
+9,684
| New | +$360K | 0.36% | 75 |
|
|
2023
Q4 | $203K | Sell |
5,434
-500
| -8% | -$18.7K | 0.21% | 123 |
|
|
2023
Q3 | $204K | Hold |
5,934
| – | – | 0.23% | 118 |
|
|
2023
Q2 | $237K | Sell |
5,934
-300
| -5% | -$12K | 0.25% | 109 |
|
|
2023
Q1 | $272K | Hold |
6,234
| – | – | 0.28% | 102 |
|
|
2022
Q4 | $304K | Hold |
6,234
| – | – | 0.31% | 98 |
|
|
2022
Q3 | $258K | Hold |
6,234
| – | – | 0.31% | 98 |
|
|
2022
Q2 | $324K | Hold |
6,234
| – | – | 0.32% | 95 |
|
|
2022
Q1 | $319K | Hold |
6,234
| – | – | 0.28% | 100 |
|
|
2021
Q4 | $335K | Buy |
+6,234
| New | +$335K | 0.29% | 92 |
|