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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.16K | Hold |
202
| – | – | ﹤0.01% | 1566 |
|
|
2025
Q4 | $8.75K | Hold |
202
| – | – | ﹤0.01% | 1587 |
|
|
2025
Q3 | $9.27K | Hold |
202
| – | – | ﹤0.01% | 1541 |
|
|
2025
Q2 | $9.19K | Hold |
202
| – | – | ﹤0.01% | 1505 |
|
|
2025
Q1 | $9.79K | Hold |
202
| – | – | ﹤0.01% | 1420 |
|
|
2024
Q4 | $9.16K | Hold |
202
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q3 | $11K | Hold |
202
| – | – | ﹤0.01% | 1394 |
|
|
2024
Q2 | $9.79K | Sell |
202
-41
| -17% | -$1.99K | ﹤0.01% | 1315 |
|
|
2024
Q1 | $11.3K | Sell |
243
-498
| -67% | -$23.3K | ﹤0.01% | 1250 |
|
|
2023
Q4 | $38.4K | Buy |
741
+220
| +42% | +$11.1K | ﹤0.01% | 890 |
|
|
2023
Q3 | $24.6K | Sell |
521
-6
| -1% | -$304 | ﹤0.01% | 969 |
|
|
2023
Q2 | $27.2K | Sell |
527
-2
| -0.4% | -$112 | ﹤0.01% | 986 |
|
|
2023
Q1 | $30.8K | Hold |
529
| – | – | ﹤0.01% | 934 |
|
|
2022
Q4 | $32.1K | Buy |
529
+10
| +2% | +$601 | ﹤0.01% | 912 |
|
|
2022
Q3 | $27K | Sell |
519
-120
| -19% | -$7.04K | ﹤0.01% | 1011 |
|
|
2022
Q2 | $35K | Hold |
639
| – | – | ﹤0.01% | 977 |
|
|
2022
Q1 | $38K | Hold |
639
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q4 | $46K | Hold |
639
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q3 | $38K | Hold |
639
| – | – | ﹤0.01% | 1079 |
|
|
2021
Q2 | $35K | Hold |
639
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q1 | $36K | Sell |
639
-67
| -9% | -$3.71K | ﹤0.01% | 1032 |
|
|
2020
Q4 | $38K | Hold |
706
| – | – | ﹤0.01% | 947 |
|
|
2020
Q3 | $31K | Sell |
706
-1,168
| -62% | -$54.4K | ﹤0.01% | 974 |
|
|
2020
Q2 | $89K | Hold |
1,874
| – | – | 0.01% | 701 |
|
|
2020
Q1 | $94K | Buy |
1,874
+49
| +3% | +$2.54K | 0.01% | 632 |
|
|
2019
Q4 | $94K | Hold |
1,825
| – | – | 0.01% | 695 |
|
|
2019
Q3 | $97K | Hold |
1,825
| – | – | 0.01% | 682 |
|
|
2019
Q2 | $92K | Hold |
1,825
| – | – | 0.01% | 635 |
|
|
2019
Q1 | $99K | Sell |
1,825
-586
| -24% | -$29.5K | 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 | +$104K | 0.02% | 462 |
|
Other funds holding CWT
VPM
VCM
NI
Advisornet Financial's CWT Position: Q1 2026 in Review
Advisornet Financial held its California Water Service (CWT) position steady in Q1 2026 at 202 shares worth $9.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.
Advisornet Financial first reported a position in CWT in Q4 2017 and has held it in 34 quarters since. The position peaked at $115K in Q4 2018. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.
- Advisornet Financial held 202 shares of California Water Service worth $9.16K as of Q1 2026.
- Advisornet Financial left its California Water Service share count unchanged in Q1 2026.
- California Water Service made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1566 holding.
- Advisornet Financial first reported a position in California Water Service in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's California Water Service position peaked at $115K in Q4 2018.
- 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.