Alan B. Lancz & Associates’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 | $211K | Hold |
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|
2025
Q2 | $209K | Hold |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $233K | Buy |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $374K | Hold |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $460K | Buy |
|