Sanibel Captiva Trust Company’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,157	Closed	-$237K	–	400
2024 Q3	$237K	Hold	6,157	–	–	0.01%	359
2024 Q2	$230K	Sell	6,157 -334	-5%	-$12.5K	0.01%	342
2024 Q1	$240K	Buy	6,491 +334	+5%	+$12.4K	0.01%	336
2023 Q4	$230K	Buy	+6,157	New	+$230K	0.01%	320