Mendota Financial Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-843	Closed	-$43.1K	–	388
2023 Q1	$43.1K	Sell	843 -15	-2%	-$767	0.04%	152
2022 Q4	$40.9K	Buy	+858	New	+$40.9K	0.05%	140