Cyrus J. Lawrence’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-517
Closed -$25K 207
2022
Q4
$25K Hold
517
0.01% 156
2022
Q3
$21K Sell
517
-775
-60% -$31.5K ﹤0.01% 154
2022
Q2
$59K Hold
1,292
0.02% 138
2022
Q1
$66K Buy
+1,292
New +$66K 0.02% 136