FMA Advisory’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16,256	Closed	-$769K	–	176
2020 Q4	$769K	Buy	16,256 +1	+0%	+$47	0.26%	104
2020 Q3	$654K	Buy	+16,255	New	+$654K	0.26%	100