Gofen & Glossberg’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,341	Closed	-$246K	–	637
2021 Q3	$246K	Hold	5,341	–	–	0.01%	494
2021 Q2	$244K	Sell	5,341 -300	-5%	-$13.7K	0.01%	491
2021 Q1	$252K	Buy	5,641 +825	+17%	+$36.9K	0.01%	452
2020 Q4	$228K	Buy	+4,816	New	+$228K	0.01%	449