Executive 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
2019 Q3	–	Sell	-2,084	Closed	-$86K	–	811
2019 Q2	$86K	Buy	2,084 +11	+0.5%	+$454	0.01%	228
2019 Q1	$76K	Buy	+2,073	New	+$76K	0.01%	222