Lee, Danner & Bass’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-115
Closed -$4.18K 715
2024
Q4
$4.18K Buy
+115
New +$4.18K ﹤0.01% 614