Fortis Advisors’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,636	Closed	-$148K	–	335
2020 Q1	$148K	Buy	3,636 +3,436	+1,718%	+$140K	0.1%	111
2019 Q4	$9K	Hold	200	–	–	0.01%	270
2019 Q3	$9K	Buy	+200	New	+$9K	﹤0.01%	272