Baker Avenue Asset Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-269	Closed	-$9.24K	–	1497
2023 Q3	$9.24K	Buy	269 +25	+10%	+$858	﹤0.01%	779
2023 Q2	$9.74K	Sell	244 -1	-0.4%	-$40	﹤0.01%	737
2023 Q1	$10.7K	Sell	245 -32	-12%	-$1.4K	﹤0.01%	750
2022 Q4	$13.2K	Buy	+277	New	+$13.2K	﹤0.01%	678