AWM
CWT icon

AE Wealth Management’s California Water Service CWT Stock Holding History

AE Wealth Management’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,538
Closed -$251K – 1326
2023
Q4 		$251K Buy
5,538
+111
+2% +$5.58K ﹤0.01% 1791
2023
Q3 		$257K Buy
5,427
+166
+3% +$8.4K ﹤0.01% 1674
2023
Q2 		$272K Sell
5,261
-7
-0.1% -$393 ﹤0.01% 1647
2023
Q1 		$307K Sell
5,268
-1
-0% -$59 ﹤0.01% 1546
2022
Q4 		$320K Sell
5,269
-543
-9% -$32.6K ﹤0.01% 1477
2022
Q3 		$306K Buy
5,812
+630
+12% +$36.9K ﹤0.01% 1468
2022
Q2 		$288K Hold
5,182
– – ﹤0.01% 1450
2022
Q1 		$307K Buy
+5,182
New +$312K ﹤0.01% 1407

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NI
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Northern Trust
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