De Burlo Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-24,900	Closed	-$919K	–	118
2018 Q3	$919K	Sell	24,900 -1,600	-6%	-$59.1K	0.17%	89
2018 Q2	$932K	Hold	26,500	–	–	0.2%	81
2018 Q1	$902K	Sell	26,500 -35,600	-57%	-$1.21M	0.2%	76
2017 Q4	$2.44M	Buy	+62,100	New	+$2.44M	0.49%	54