Aldebaran Financial’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,055	Closed	-$491K	–	89
2020 Q1	$491K	Sell	12,055 -300	-2%	-$14.2K	0.48%	62
2019 Q4	$580K	Hold	12,355	–	–	0.44%	69
2019 Q3	$555K	Hold	12,355	–	–	0.37%	72
2019 Q2	$511K	Hold	12,355	–	–	0.35%	73
2019 Q1	$450K	Hold	12,355	–	–	0.32%	80
2018 Q4	$422K	Hold	12,355	–	–	0.32%	76
2018 Q3	$456K	Sell	12,355 -2,500	-17%	-$92.5K	0.3%	74
2018 Q2	$523K	Hold	14,855	–	–	0.36%	73
2018 Q1	$506K	Hold	14,855	–	–	0.34%	73
2017 Q4	$583K	Hold	14,855	–	–	0.39%	66
2017 Q3	$493K	Hold	14,855	–	–	0.34%	71
2017 Q2	$495K	Hold	14,855	–	–	0.36%	67
2017 Q1	$478K	Buy	+14,855	New	+$456K	0.36%	68