Fulcrum Equity Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,909	Closed	-$340K	–	116
2023 Q3	$340K	Buy	9,909 +39	+0.4%	+$1.34K	0.4%	61
2023 Q2	$394K	Buy	9,870 +3,764	+62%	+$150K	0.46%	58
2023 Q1	$267K	Buy	6,106 +1,123	+23%	+$49K	0.25%	77
2022 Q4	$238K	Buy	+4,983	New	+$238K	0.19%	64