Evergreen Capital Management’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	–	Sell	-8,016	Closed	-$317K	–	1256
2025 Q1	$317K	Sell	8,016 -1,499	-16%	-$59.3K	0.01%	715
2024 Q4	$346K	Sell	9,515 -787	-8%	-$28.6K	0.01%	667
2024 Q3	$397K	Sell	10,302 -17	-0.2%	-$656	0.01%	601
2024 Q2	$385K	Buy	+10,319	New	+$385K	0.01%	556