Abound Wealth Management’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182 | Hold |
4
| – | – | ﹤0.01% | 1073 |
|
|
2025
Q1 | $194 | Sell |
4
-1
| -20% | -$49 | ﹤0.01% | 994 |
|
|
2024
Q4 | $227 | Hold |
5
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q3 | $272 | Sell |
5
-4
| -44% | -$218 | ﹤0.01% | 1004 |
|
|
2024
Q2 | $437 | Hold |
9
| – | – | ﹤0.01% | 867 |
|
|
2024
Q1 | $419 | Hold |
9
| – | – | ﹤0.01% | 965 |
|
|
2023
Q4 | $467 | Hold |
9
| – | – | ﹤0.01% | 943 |
|
|
2023
Q3 | $426 | Hold |
9
| – | – | ﹤0.01% | 860 |
|
|
2023
Q2 | $465 | Buy |
+9
| New | +$465 | ﹤0.01% | 868 |
|