Glassman Wealth Services’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-266	Closed	-$9.94K	–	1855
2023 Q4	$9.94K	Buy	266 +108	+68%	+$3.77K	﹤0.01%	885
2023 Q3	$5.42K	Buy	158 +90	+132%	+$3.49K	﹤0.01%	1043
2023 Q2	$2.71K	Sell	68 -7	-9%	-$294	﹤0.01%	1162
2023 Q1	$3.27K	Hold	75	–	–	﹤0.01%	1114
2022 Q4	$3.58K	Buy	75 +9	+14%	+$407	﹤0.01%	1119
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	1164
2022 Q2	$3K	Sell	66 -29	-31%	-$1.35K	﹤0.01%	1174
2022 Q1	$5K	Hold	95	–	–	﹤0.01%	1021
2021 Q4	$5K	Buy	95 +33	+53%	+$1.6K	﹤0.01%	1008
2021 Q3	$3K	Buy	62 +10	+19%	+$484	﹤0.01%	1111
2021 Q2	$2K	Hold	52	–	–	﹤0.01%	1195
2021 Q1	$2K	Hold	52	–	–	﹤0.01%	1154
2020 Q4	$2K	Hold	52	–	–	﹤0.01%	1115
2020 Q3	$2K	Sell	52 -17	-25%	-$730	﹤0.01%	1051
2020 Q2	$3K	Buy	69 +33	+92%	+$1.39K	﹤0.01%	799
2020 Q1	$1K	Buy	36 +10	+38%	+$472	﹤0.01%	1024
2019 Q4	$1K	Buy	26 +5	+24%	+$225	﹤0.01%	1079
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	953
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	959
2019 Q1	$1K	Buy	+21	New	+$740	﹤0.01%	923