Caldwell Sutter Capital’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.16K	Hold	85	–	–	﹤0.01%	664
2025 Q1	$3.36K	Buy	+85	New	+$3.36K	﹤0.01%	675
2023 Q3	–	Sell	-50	Closed	-$2K	–	897
2023 Q2	$2K	Buy	+50	New	+$2K	﹤0.01%	744