CIBC World Markets’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 | $405K | Sell |
10,900
-971
| -8% | -$36.1K | ﹤0.01% | 880 |
|
|
2025
Q1 | $469K | Buy |
11,871
+106
| +0.9% | +$4.19K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $427K | Sell |
11,765
-3,377
| -22% | -$123K | ﹤0.01% | 781 |
|
|
2024
Q3 | $584K | Buy |
15,142
+1,131
| +8% | +$43.6K | ﹤0.01% | 664 |
|
|
2024
Q2 | $523K | Buy |
14,011
+3,381
| +32% | +$126K | ﹤0.01% | 649 |
|
|
2024
Q1 | $394K | Buy |
10,630
+3,630
| +52% | +$134K | ﹤0.01% | 744 |
|
|
2023
Q4 | $261K | Buy |
+7,000
| New | +$261K | ﹤0.01% | 704 |
|
|
2021
Q2 | – | Sell |
-23,978
| Closed | -$1.07M | – | 941 |
|
|
2021
Q1 | $1.07M | Buy |
+23,978
| New | +$1.07M | 0.01% | 551 |
|