Fiduciary Planning’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-830	Closed	-$37K	–	279
2021 Q1	$37K	Hold	830	–	–	0.06%	88
2020 Q4	$39K	Buy	+830	New	+$39K	0.06%	90