Sunbelt Securities’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,614	Closed	-$124K	–	1799
2023 Q3	$124K	Sell	3,614 -202	-5%	-$6.94K	0.02%	597
2023 Q2	$152K	Buy	3,816 +3,616	+1,808%	+$144K	0.02%	536
2023 Q1	$8.61K	Buy	+200	New	+$8.61K	﹤0.01%	1174