Herold Advisors’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-800	Closed	-$40.9K	–	677
2022 Q1	$40.9K	Buy	+800	New	+$40.9K	0.01%	403
2021 Q4	–	Sell	-800	Closed	-$36K	–	653
2021 Q3	$36K	Buy	+800	New	+$36K	0.01%	430