Alan B. Lancz & Associates’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 | $209K | Hold |
4,600
| – | – | 0.21% | 123 |
|
|
2025
Q1 | $223K | Sell |
4,600
-200
| -4% | -$9.69K | 0.24% | 113 |
|
|
2024
Q4 | $218K | Hold |
4,800
| – | – | 0.22% | 113 |
|
|
2024
Q3 | $260K | Hold |
4,800
| – | – | 0.24% | 110 |
|
|
2024
Q2 | $233K | Buy |
+4,800
| New | +$233K | 0.23% | 109 |
|
|
2023
Q4 | $311K | Hold |
6,000
| – | – | 0.33% | 89 |
|
|
2023
Q3 | $284K | Hold |
6,000
| – | – | 0.32% | 96 |
|
|
2023
Q2 | $310K | Hold |
6,000
| – | – | 0.33% | 95 |
|
|
2023
Q1 | $349K | Hold |
6,000
| – | – | 0.36% | 85 |
|
|
2022
Q4 | $374K | Hold |
6,000
| – | – | 0.38% | 86 |
|
|
2022
Q3 | $316K | Hold |
6,000
| – | – | 0.38% | 85 |
|
|
2022
Q2 | $360K | Sell |
6,000
-400
| -6% | -$24K | 0.36% | 83 |
|
|
2022
Q1 | $379K | Hold |
6,400
| – | – | 0.34% | 87 |
|
|
2021
Q4 | $460K | Buy |
+6,400
| New | +$460K | 0.4% | 70 |
|