Advisornet Financial’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 | $9.19K | Hold |
202
| – | – | ﹤0.01% | 1482 |
|
|
2025
Q1 | $9.79K | Hold |
202
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q4 | $9.16K | Hold |
202
| – | – | ﹤0.01% | 1332 |
|
|
2024
Q3 | $11K | Hold |
202
| – | – | ﹤0.01% | 1383 |
|
|
2024
Q2 | $9.8K | Sell |
202
-41
| -17% | -$1.99K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $11.3K | Sell |
243
-498
| -67% | -$23.1K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $38.4K | Buy |
741
+220
| +42% | +$11.4K | ﹤0.01% | 890 |
|
|
2023
Q3 | $24.6K | Sell |
521
-6
| -1% | -$284 | ﹤0.01% | 969 |
|
|
2023
Q2 | $27.2K | Sell |
527
-2
| -0.4% | -$103 | ﹤0.01% | 986 |
|
|
2023
Q1 | $30.8K | Hold |
529
| – | – | ﹤0.01% | 934 |
|
|
2022
Q4 | $32.1K | Buy |
529
+10
| +2% | +$606 | ﹤0.01% | 912 |
|
|
2022
Q3 | $27K | Sell |
519
-120
| -19% | -$6.24K | ﹤0.01% | 1000 |
|
|
2022
Q2 | $35K | Hold |
639
| – | – | ﹤0.01% | 969 |
|
|
2022
Q1 | $38K | Hold |
639
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q4 | $46K | Hold |
639
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q3 | $38K | Hold |
639
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q2 | $35K | Hold |
639
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q1 | $36K | Sell |
639
-67
| -9% | -$3.78K | ﹤0.01% | 1024 |
|
|
2020
Q4 | $38K | Hold |
706
| – | – | ﹤0.01% | 941 |
|
|
2020
Q3 | $31K | Sell |
706
-1,168
| -62% | -$51.3K | ﹤0.01% | 964 |
|
|
2020
Q2 | $89K | Hold |
1,874
| – | – | 0.01% | 696 |
|
|
2020
Q1 | $94K | Buy |
1,874
+49
| +3% | +$2.46K | 0.01% | 627 |
|
|
2019
Q4 | $94K | Hold |
1,825
| – | – | 0.01% | 693 |
|
|
2019
Q3 | $97K | Hold |
1,825
| – | – | 0.01% | 678 |
|
|
2019
Q2 | $92K | Hold |
1,825
| – | – | 0.01% | 632 |
|
|
2019
Q1 | $99K | Sell |
1,825
-586
| -24% | -$31.8K | 0.01% | 553 |
|
|
2018
Q4 | $115K | Hold |
2,411
| – | – | 0.02% | 486 |
|
|
2018
Q3 | $103K | Hold |
2,411
| – | – | 0.01% | 547 |
|
|
2018
Q2 | $94K | Hold |
2,411
| – | – | 0.01% | 539 |
|
|
2018
Q1 | $90K | Hold |
2,411
| – | – | 0.01% | 558 |
|
|
2017
Q4 | $109K | Buy |
+2,411
| New | +$109K | 0.02% | 462 |
|