Zimmermann Investment Management & Planning’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,051	Closed	-$361K	–	93
2022 Q1	$361K	Buy	+7,051	New	+$361K	0.21%	65