SevenBridge Financial Group’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	-1,137	Closed	-$47K	–	578
2019 Q2	$47K	Buy	1,137 +187	+20%	+$7.28K	0.02%	295
2019 Q1	$35K	Hold	950	–	–	0.02%	283
2018 Q4	$32K	Hold	950	–	–	0.02%	249
2018 Q3	$35K	Hold	950	–	–	0.02%	273
2018 Q2	$33K	Hold	950	–	–	0.02%	291
2018 Q1	$32K	Hold	950	–	–	0.02%	302
2017 Q4	$37K	Hold	950	–	–	0.02%	298
2017 Q3	$32K	Hold	950	–	–	0.02%	312
2017 Q2	$32K	Hold	950	–	–	0.02%	327
2017 Q1	$31K	Hold	950	–	–	0.02%	318
2016 Q4	$28K	Hold	950	–	–	0.02%	318
2016 Q3	$28K	Hold	950	–	–	0.02%	317
2016 Q2	$34K	Buy	+950	New	+$30.9K	0.02%	331