Oxler 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
2022 Q4	–	Sell	-2,557	Closed	-$106K	–	422
2022 Q3	$106K	Buy	2,557 +14	+0.6%	+$579	0.06%	132
2022 Q2	$117K	Buy	+2,543	New	+$117K	0.06%	121
2021 Q1	–	Sell	-2,500	Closed	-$118K	–	219
2020 Q4	$118K	Buy	+2,500	New	+$118K	0.07%	126