CX Institutional’s Essential Utilities WTRG Stock Holding History

CX Institutional’s Portfolio WTRG Stock Details WTRG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$577K	Buy
2025 Q2	$39K	Hold
2025 Q1	$42K	Buy
2022 Q3	–	Sell
2022 Q2	$6K	Buy
2021 Q4	–	Sell
2021 Q3	$3K	Hold
2021 Q2	$3K	Hold
2021 Q1	$3K	Buy