Sugarloaf Wealth Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-189	Closed	-$8K	–	728
2020 Q1	$8K	Buy	189 +1	+0.5%	+$42	﹤0.01%	468
2019 Q4	$9K	Buy	+188	New	+$9K	﹤0.01%	483