FCB

First Command Bank’s Essential Utilities WTRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$26.6K	Hold	666	–	–	﹤0.01%	282
2023 Q1	$29.1K	Hold	666	–	–	﹤0.01%	267
2022 Q4	$32K	Hold	666	–	–	﹤0.01%	258
2022 Q3	$28K	Sell	666 -419	-39%	-$17.6K	﹤0.01%	263
2022 Q2	$50K	Hold	1,085	–	–	0.01%	230
2022 Q1	$55K	Buy	1,085 +419	+63%	+$21.2K	0.01%	234
2021 Q4	$31K	Hold	666	–	–	0.01%	290
2021 Q3	$31K	Hold	666	–	–	0.01%	290
2021 Q2	$30K	Hold	666	–	–	﹤0.01%	290
2021 Q1	$30K	Hold	666	–	–	0.01%	271
2020 Q4	$31K	Hold	666	–	–	0.01%	242
2020 Q3	$27K	Hold	666	–	–	0.01%	226
2020 Q2	$28K	Hold	666	–	–	0.01%	221
2020 Q1	$27K	Hold	666	–	–	0.01%	217
2019 Q4	$31K	Sell	666 -666	-50%	-$31K	0.01%	233
2019 Q3	$60K	Hold	1,332	–	–	0.03%	192
2019 Q2	$55K	Hold	1,332	–	–	0.03%	195
2019 Q1	$49K	Hold	1,332	–	–	0.02%	202
2018 Q4	$46K	Buy	+1,332	New	+$46K	0.02%	212
2018 Q3	–	Sell	-220	Closed	-$8K	–	404
2018 Q2	$8K	Hold	220	–	–	﹤0.01%	358
2018 Q1	$7.49K	Hold	220	–	–	﹤0.01%	368
2017 Q4	$9K	Hold	220	–	–	0.01%	356
2017 Q3	$7K	Buy	+220	New	+$7K	﹤0.01%	363