Advisor Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.56M	Sell	33,312 -1,718	-5%	-$77.4K	0.01%	943
2019 Q3	$1.57M	Sell	35,030 -2,349	-6%	-$101K	0.01%	874
2019 Q2	$1.55M	Buy	37,379 +440	+1%	+$17.1K	0.01%	882
2019 Q1	$1.35M	Buy	36,939 +5,437	+17%	+$192K	0.01%	917
2018 Q4	$1.08M	Buy	31,502 +443	+1%	+$15.4K	0.01%	909
2018 Q3	$1.15M	Buy	31,059 +3,775	+14%	+$140K	0.01%	895
2018 Q2	$961K	Buy	27,284 +226	+0.8%	+$7.74K	0.01%	881
2018 Q1	$922K	Sell	27,058 -1,088	-4%	-$37.9K	0.01%	922
2017 Q4	$1.1M	Buy	28,146 +5,596	+25%	+$204K	0.01%	832
2017 Q3	$749K	Buy	22,550 +1,046	+5%	+$35K	0.01%	977
2017 Q2	$717K	Buy	21,504 +799	+4%	+$26.2K	0.01%	924
2017 Q1	$665K	Buy	20,705 +594	+3%	+$18.2K	0.01%	908
2016 Q4	$604K	Sell	20,111 -194	-1%	-$5.79K	0.01%	905
2016 Q3	$618K	Buy	20,305 +911	+5%	+$29.5K	0.01%	860
2016 Q2	$689K	Buy	+19,394	New	+$632K	0.02%	759