Annis Gardner Whiting Capital Advisors’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20	Closed	-$747	–	988
2024 Q1	$747	Buy	20 +8	+67%	+$299	﹤0.01%	887
2023 Q4	$449	Buy	+12	New	+$449	﹤0.01%	688