LF
Lee Financial’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
26,666
+2,510
| +10% | +$93.2K | 0.14% | 75 |
|
|
2025
Q1 | $955K | Sell |
24,156
-3,000
| -11% | -$119K | 0.15% | 73 |
|
|
2024
Q4 | $986K | Sell |
27,156
-435
| -2% | -$15.8K | 0.14% | 83 |
|
|
2024
Q3 | $1.06M | Buy |
27,591
+7,615
| +38% | +$294K | 0.15% | 80 |
|
|
2024
Q2 | $746K | Buy |
19,976
+985
| +5% | +$36.8K | 0.12% | 86 |
|
|
2024
Q1 | $704K | Buy |
+18,991
| New | +$704K | 0.12% | 85 |
|