Ranch Capital Advisors’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	-14,222	Closed	-$679K	–	944
2020 Q2	$679K	Buy	14,222 +1,241	+10%	+$59.2K	0.53%	52
2020 Q1	$528K	Sell	12,981 -253	-2%	-$10.3K	0.52%	56
2019 Q4	$621K	Buy	13,234 +2,086	+19%	+$97.9K	0.5%	52
2019 Q3	$500K	Buy	+11,148	New	+$500K	0.54%	61