Abound Wealth Management’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $174 | Hold |
|
|||||
|
2025
Q3 | $184 | Hold |
|
|||||
|
2025
Q2 | $182 | Hold |
|
|||||
|
2025
Q1 | $194 | Sell |
|
|||||
|
2024
Q4 | $227 | Hold |
|
|||||
|
2024
Q3 | $272 | Sell |
|
|||||
|
2024
Q2 | $437 | Hold |
|
|||||
|
2024
Q1 | $419 | Hold |
|
|||||
|
2023
Q4 | $467 | Hold |
|
|||||
|
2023
Q3 | $426 | Hold |
|
|||||
|
2023
Q2 | $465 | Buy |
|