Sound Financial Strategies Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,119	Closed	-$587K	–	112
2021 Q1	$587K	Sell	13,119 -307	-2%	-$13.7K	0.3%	55
2020 Q4	$635K	Buy	+13,426	New	+$635K	0.35%	36