Capital Market Strategies’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	$449K	Sell	12,100 -2,000	-14%	-$74.3K	0.31%	62
2025 Q1	$557K	Hold	14,100	–	–	0.37%	50
2024 Q4	$512K	Buy	14,100 +8,800	+166%	+$320K	0.29%	72
2024 Q3	$204K	Buy	+5,300	New	+$204K	0.12%	142