Kore Private Wealth’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,066	Closed	-$45K	–	1099
2020 Q2	$45K	Buy	1,066 +59	+6%	+$2.49K	0.01%	480
2020 Q1	$41K	Buy	+1,007	New	+$41K	0.01%	454