Capital Analysts LLC’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-78	Closed	-$4K	–	1042
2021 Q4	$4K	Buy	78 +1	+1%	+$49	﹤0.01%	919
2021 Q3	$4K	Sell	77 -36	-32%	-$1.74K	﹤0.01%	890
2021 Q2	$6K	Sell	113 -659	-85%	-$30.9K	﹤0.01%	807
2021 Q1	$35K	Sell	772 -630	-45%	-$28.4K	﹤0.01%	643
2020 Q4	$66K	Buy	1,402 +36	+3%	+$1.6K	0.01%	379
2020 Q3	$55K	Hold	1,366	–	–	0.01%	390
2020 Q2	$58K	Sell	1,366 -600	-31%	-$25.3K	0.01%	358
2020 Q1	$80K	Hold	1,966	–	–	0.01%	281
2019 Q4	$92K	Hold	1,966	–	–	0.01%	313
2019 Q3	$88K	Sell	1,966 -1,366	-41%	-$58.6K	0.01%	300
2019 Q2	$138K	Buy	3,332 +1,366	+69%	+$53.1K	0.02%	245
2019 Q1	$71K	Sell	1,966 -200	-9%	-$7.05K	0.01%	305
2018 Q4	$74K	Sell	2,166 -200	-8%	-$6.94K	0.01%	261
2018 Q3	$87K	Sell	2,366 -250	-10%	-$9.25K	0.01%	255
2018 Q2	$92K	Sell	2,616 -116	-4%	-$3.97K	0.01%	258
2018 Q1	$93K	Buy	+2,732	New	+$95.1K	0.01%	251