Cypress Capital Management (Delaware)’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,559
| Closed | -$428K | – | 174 |
|
|
2021
Q1 | $428K | Hold |
9,559
| – | – | 0.06% | 137 |
|
|
2020
Q4 | $452K | Hold |
9,559
| – | – | 0.06% | 133 |
|
|
2020
Q3 | $385K | Sell |
9,559
-1,666
| -15% | -$67.1K | 0.06% | 134 |
|
|
2020
Q2 | $474K | Hold |
11,225
| – | – | 0.08% | 121 |
|
|
2020
Q1 | $457K | Hold |
11,225
| – | – | 0.09% | 116 |
|
|
2019
Q4 | $527K | Hold |
11,225
| – | – | 0.08% | 121 |
|
|
2019
Q3 | $503K | Buy |
+11,225
| New | +$503K | 0.08% | 118 |
|