Aperio Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.34M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.81M | Sell |
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|
2019
Q2 | $1.73M | Sell |
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|
2019
Q1 | $1.98M | Buy |
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|
2018
Q4 | $1.53M | Buy |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.64M | Sell |
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|
2017
Q3 | $1.46M | Sell |
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|
2017
Q2 | $1.49M | Sell |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $1.69M | Buy |
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|
2016
Q3 | $1.36M | Buy |
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|
2016
Q2 | $1.18M | Buy |
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|
2016
Q1 | $303K | Buy |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $246K | Buy |
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