Harvest Investment Services’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,930	Closed	-$278K	–	172
2019 Q4	$278K	Buy	5,930 +23	+0.4%	+$1.08K	0.15%	119
2019 Q3	$265K	Buy	5,907 +103	+2%	+$4.62K	0.13%	130
2019 Q2	$237K	Buy	+5,804	New	+$237K	0.14%	139