Aigen Investment Management’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
Q1 | – | Sell |
-4,954
| Closed | -$225K | – | 806 |
|
|
2024
Q4 | $225K | Buy |
4,954
+760
| +18% | +$34.5K | 0.04% | 572 |
|
|
2024
Q3 | $227K | Buy |
+4,194
| New | +$227K | 0.04% | 542 |
|
|
2024
Q1 | – | Sell |
-5,539
| Closed | -$287K | – | 740 |
|
|
2023
Q4 | $287K | Sell |
5,539
-2,975
| -35% | -$154K | 0.05% | 505 |
|
|
2023
Q3 | $403K | Buy |
8,514
+4,012
| +89% | +$190K | 0.08% | 430 |
|
|
2023
Q2 | $232K | Buy |
+4,502
| New | +$232K | 0.03% | 577 |
|
|
2020
Q3 | – | Sell |
-10,787
| Closed | -$515K | – | 898 |
|
|
2020
Q2 | $515K | Buy |
+10,787
| New | +$515K | 0.07% | 447 |
|