Castle 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	-136	Closed	-$6K	–	643
2022 Q3	$6K	Hold	136	–	–	﹤0.01%	490
2022 Q2	$6K	Buy	+136	New	+$6K	﹤0.01%	474