Gideon Capital Advisors’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,203	Closed	-$226K	–	449
2019 Q1	$226K	Buy	+6,203	New	+$226K	0.08%	332
2016 Q3	–	Sell	-8,258	Closed	-$294K	–	288
2016 Q2	$294K	Buy	+8,258	New	+$294K	0.17%	147