WealthPLAN Partners’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-570	Closed	-$22.7K	–	1183
2023 Q2	$22.7K	Hold	570	–	–	﹤0.01%	654
2023 Q1	$24.9K	Buy	+570	New	+$24.9K	﹤0.01%	683