Endurance 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
2023 Q2	$60K	Hold	1,500	–	–	0.01%	316
2023 Q1	$65K	Hold	1,500	–	–	0.01%	316
2022 Q4	$72K	Hold	1,500	–	–	0.01%	288
2022 Q3	$62K	Hold	1,500	–	–	0.01%	299
2022 Q2	$69K	Hold	1,500	–	–	0.01%	291
2022 Q1	$77K	Hold	1,500	–	–	0.01%	305
2021 Q4	$81K	Hold	1,500	–	–	0.01%	310
2021 Q3	$69K	Hold	1,500	–	–	0.01%	320
2021 Q2	$68K	Hold	1,500	–	–	0.01%	329
2021 Q1	$67K	Hold	1,500	–	–	0.01%	325
2020 Q4	$71K	Hold	1,500	–	–	0.01%	282
2020 Q3	$60K	Hold	1,500	–	–	0.01%	285
2020 Q2	$63K	Hold	1,500	–	–	0.01%	285
2020 Q1	$61K	Hold	1,500	–	–	0.01%	260
2019 Q4	$70K	Hold	1,500	–	–	0.01%	251
2019 Q3	$67K	Hold	1,500	–	–	0.01%	254
2019 Q2	$62K	Hold	1,500	–	–	0.01%	251
2019 Q1	$55K	Hold	1,500	–	–	0.01%	265
2018 Q4	$51K	Hold	1,500	–	–	0.01%	258
2018 Q3	$55K	Hold	1,500	–	–	0.01%	274
2018 Q2	$53K	Hold	1,500	–	–	0.01%	274
2018 Q1	$51K	Hold	1,500	–	–	0.01%	288
2017 Q4	$59K	Hold	1,500	–	–	0.01%	263
2017 Q3	$50K	Hold	1,500	–	–	0.01%	271
2017 Q2	$50K	Hold	1,500	–	–	0.01%	278
2017 Q1	$48K	Hold	1,500	–	–	0.01%	277
2016 Q4	$45K	Hold	1,500	–	–	0.01%	278
2016 Q3	$44K	Hold	1,500	–	–	0.01%	278
2016 Q2	$53K	Sell	1,500 -1,500	-50%	-$53K	0.01%	255
2016 Q1	$95	Hold	3,000	–	–	0.01%	216
2015 Q4	$89K	Hold	3,000	–	–	0.02%	222
2015 Q3	$82K	Hold	3,000	–	–	0.01%	231
2015 Q2	$73K	Buy	+3,000	New	+$73K	0.01%	238