Aevitas Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-893	Closed	-$33K	–	460
2018 Q3	$33K	Buy	893 +303	+51%	+$11.2K	0.03%	235
2018 Q2	$21K	Buy	590 +3	+0.5%	+$107	0.02%	275
2018 Q1	$20K	Buy	587 +3	+0.5%	+$102	0.02%	257
2017 Q4	$23K	Buy	+584	New	+$23K	0.02%	248