BerganKDV Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9	Closed	–	–	1116
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1080
2022 Q2	$0	Buy	+9	New	–	﹤0.01%	1080
2020 Q2	–	Sell	-101	Closed	-$4K	–	1106
2020 Q1	$4K	Buy	+101	New	+$4K	﹤0.01%	639