Avantax Planning Partners’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	-1,560	Closed	-$58K	–	1199
2018 Q3	$58K	Buy	+1,560	New	+$58K	﹤0.01%	453
2018 Q2	–	Sell	-1,560	Closed	-$53K	–	1488
2018 Q1	$53K	Buy	+1,560	New	+$53K	﹤0.01%	518