Algert Global’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 | – | Sell |
|
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|
2025
Q4 | $271K | Hold |
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|
2025
Q3 | $287K | Buy |
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|
2025
Q2 | $241K | Hold |
|
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|
2025
Q1 | $257K | Sell |
|
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|
2024
Q4 | $1.78M | Buy |
|
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $967K | Buy |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $292K | Buy |
|