Kelman-Lazarov Inc’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,438	Closed	-$230K	–	76
2020 Q2	$230K	Sell	5,438 -1,100	-17%	-$46.5K	0.11%	69
2020 Q1	$266K	Sell	6,538 -3,075	-32%	-$145K	0.14%	63
2019 Q4	$451K	Hold	9,613	–	–	0.2%	59
2019 Q3	$431K	Sell	9,613 -625	-6%	-$26.8K	0.21%	63
2019 Q2	$424K	Sell	10,238 -1,625	-14%	-$63.2K	0.22%	62
2019 Q1	$432K	Sell	11,863 -1,687	-12%	-$59.5K	0.23%	68
2018 Q4	$463K	Sell	13,550 -418	-3%	-$14.5K	0.29%	64
2018 Q3	$515K	Sell	13,968 -8,650	-38%	-$320K	0.3%	69
2018 Q2	$796K	Hold	22,618	–	–	0.43%	62
2018 Q1	$770K	Hold	22,618	–	–	0.41%	60
2017 Q4	$887K	Sell	22,618 -757	-3%	-$27.6K	0.45%	59
2017 Q3	$776K	Hold	23,375	–	–	0.41%	66
2017 Q2	$778K	Sell	23,375 -1,137	-5%	-$37.3K	0.43%	66
2017 Q1	$788K	Hold	24,512	–	–	0.51%	59
2016 Q4	$736K	Sell	24,512 -250	-1%	-$7.46K	0.42%	66
2016 Q3	$736K	Hold	24,762	–	–	0.42%	64
2016 Q2	$874K	Sell	24,762 -437	-2%	-$14.2K	0.5%	61
2016 Q1	$805K	Buy	+25,199	New	+$780K	0.47%	65