CIBC Asset Management’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 | $618K | Buy |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $611K | Hold |
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|
2023
Q1 | $668K | Buy |
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|
2022
Q4 | $707K | Sell |
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|
2022
Q3 | $808K | Buy |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $528K | Hold |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $424K | Hold |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $396K | Hold |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $332K | Hold |
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|
2019
Q4 | $383K | Buy |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $223K | Buy |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $235K | Buy |
|