Bear Mountain Capital’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-88	Closed	-$3.54K	–	192
2024 Q2	$3.54K	Buy	88 +1	+1%	+$40	﹤0.01%	121
2024 Q1	$3K	Buy	87 +1	+1%	+$34	﹤0.01%	158
2023 Q4	$3.25K	Buy	+86	New	+$3.25K	﹤0.01%	157