Apriem Advisors’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-300
| Closed | -$7K | – | 563 |
|
|
2014
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 401 |
|
|
2014
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 407 |
|
|
2014
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 364 |
|
|
2014
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 382 |
|
|
2013
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 385 |
|
|
2013
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 387 |
|
|
2013
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 361 |
|