Proficio Capital Partners’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,356	Closed	-$56K	–	1567
2019 Q2	$56K	Hold	1,356	–	–	0.02%	333
2019 Q1	$49K	Hold	1,356	–	–	0.02%	354
2018 Q4	$46K	Hold	1,356	–	–	0.02%	314
2018 Q3	$50K	Hold	1,356	–	–	0.02%	357
2018 Q2	$48K	Hold	1,356	–	–	0.02%	370
2018 Q1	$46K	Hold	1,356	–	–	0.02%	366
2017 Q4	$53K	Hold	1,356	–	–	0.02%	334
2017 Q3	$45K	Hold	1,356	–	–	0.02%	408
2017 Q2	$46K	Hold	1,356	–	–	0.02%	399
2017 Q1	$44K	Buy	1,356 +946	+231%	+$29.1K	0.02%	416
2016 Q4	$12K	Buy	410 +152	+59%	+$4.53K	0.01%	572
2016 Q3	$8K	Buy	258 +197	+323%	+$6.39K	﹤0.01%	637
2016 Q2	$2K	Buy	61 +46	+307%	+$1.5K	﹤0.01%	847
2016 Q1	$0	Buy	+15	New	+$464	﹤0.01%	1186