Surevest’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$17K	Sell	415 -46	-10%	-$1.88K	﹤0.01%	256
2022 Q2	$21K	Buy	461 +2	+0.4%	+$91	0.01%	262
2022 Q1	$23K	Buy	459 +2	+0.4%	+$100	0.01%	233
2021 Q4	$25K	Buy	+457	New	+$25K	0.01%	227