Linscomb Wealth’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,380	Closed	-$257K	–	326
2022 Q4	$257K	Buy	+5,380	New	+$244K	0.01%	303
2022 Q2	–	Sell	-4,863	Closed	-$248K	–	338
2022 Q1	$248K	Sell	4,863 -75	-2%	-$3.62K	0.01%	310
2021 Q4	$265K	Buy	4,938 +13	+0.3%	+$631	0.01%	296
2021 Q3	$227K	Buy	4,925 +14	+0.3%	+$678	0.01%	305
2021 Q2	$224K	Buy	4,911 +13	+0.3%	+$610	0.01%	307
2021 Q1	$219K	Buy	4,898 +14	+0.3%	+$632	0.01%	311
2020 Q4	$231K	Buy	+4,884	New	+$217K	0.01%	286
2020 Q1	–	Sell	-4,908	Closed	-$230K	–	430
2019 Q4	$230K	Buy	4,908 +11	+0.2%	+$495	0.02%	394
2019 Q3	$220K	Buy	4,897 +11	+0.2%	+$472	0.02%	255
2019 Q2	$202K	Buy	+4,886	New	+$190K	0.02%	261