Engrave Wealth Partners’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-698	Closed	-$29K	–	428
2020 Q2	$29K	Hold	698	–	–	0.03%	151
2020 Q1	$28K	Hold	698	–	–	0.03%	132
2019 Q4	$32K	Buy	+698	New	+$32K	0.03%	170