CSat Investment Advisory’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-450	Closed	-$18K	–	1177
2020 Q1	$18K	Buy	450 +75	+20%	+$3K	﹤0.01%	750
2019 Q4	$18K	Buy	375 +58	+18%	+$2.78K	﹤0.01%	825
2019 Q3	$14K	Buy	317 +44	+16%	+$1.94K	﹤0.01%	819
2019 Q2	$11K	Buy	+273	New	+$11K	﹤0.01%	859