Asset Planning Services (Pennsylvania)’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	–	Sell	-553	Closed	-$25K	–	262
2019 Q3	$25K	Buy	553 +2	+0.4%	+$86	0.01%	161
2019 Q2	$23K	Buy	551 +3	+0.5%	+$117	0.01%	160
2019 Q1	$20K	Buy	548 +15	+3%	+$529	0.01%	168
2018 Q4	$18K	Buy	533 +433	+433%	+$15K	0.01%	172
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	244
2018 Q2	$4K	Sell	100 -638	-86%	-$21.9K	﹤0.01%	240
2018 Q1	$25K	Hold	738	–	–	0.01%	161
2017 Q4	$29K	Sell	738 -2,910	-80%	-$106K	0.02%	157
2017 Q3	$121K	Hold	3,648	–	–	0.07%	94
2017 Q2	$121K	Hold	3,648	–	–	0.08%	90
2017 Q1	$117K	Hold	3,648	–	–	0.08%	88
2016 Q4	$110K	Hold	3,648	–	–	0.09%	84
2016 Q3	$111K	Hold	3,648	–	–	0.09%	83
2016 Q2	$130K	Buy	3,648 +100	+3%	+$3.26K	0.11%	85
2016 Q1	$113K	Hold	3,548	–	–	0.1%	90
2015 Q4	$106K	Hold	3,548	–	–	0.1%	77
2015 Q3	$94K	Hold	3,548	–	–	0.09%	78
2015 Q2	$87K	Buy	+3,548	New	+$93.1K	0.08%	85