Osterweis Capital Management’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
-206
Closed -$9.83K 242
2022
Q4
$9.83K Hold
206
﹤0.01% 217
2022
Q3
$9K Buy
+206
New +$9K ﹤0.01% 206