CI Investments Inc’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Sell |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | $191K | Buy |
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|
2024
Q3 | $146K | Buy |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q4 | $104K | Buy |
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|
2023
Q3 | $69K | Buy |
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|
2023
Q2 | $80K | Buy |
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|
2023
Q1 | $75K | Buy |
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|
2022
Q4 | $76K | Sell |
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|
2022
Q3 | $70K | Sell |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $161K | Sell |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $247K | Buy |
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|
2021
Q1 | $186K | Sell |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q3 | $147K | Buy |
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|
2020
Q2 | $101K | Sell |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $235K | Buy |
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