Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.27K | Hold |
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|
2025
Q2 | $9.19K | Hold |
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|
2025
Q1 | $9.79K | Hold |
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|
2024
Q4 | $9.16K | Hold |
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|
2024
Q3 | $11K | Hold |
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|
2024
Q2 | $9.79K | Sell |
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|
2024
Q1 | $11.3K | Sell |
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|
2023
Q4 | $38.4K | Buy |
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|
2023
Q3 | $24.6K | Sell |
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|
2023
Q2 | $27.2K | Sell |
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|
2023
Q1 | $30.8K | Hold |
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|
2022
Q4 | $32.1K | Buy |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $36K | Sell |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $31K | Sell |
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|
2020
Q2 | $89K | Hold |
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|
2020
Q1 | $94K | Buy |
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|
2019
Q4 | $94K | Hold |
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|
2019
Q3 | $97K | Hold |
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|
2019
Q2 | $92K | Hold |
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|
2019
Q1 | $99K | Sell |
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|
2018
Q4 | $115K | Hold |
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|
2018
Q3 | $103K | Hold |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $90K | Hold |
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|
2017
Q4 | $109K | Buy |
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