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Aquatic Capital Management’s California Water Service CWT Stock Holding History

Aquatic Capital Management’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,100
Closed -$748K – 1309
2024
Q1 		$748K Buy
16,100
+9,400
+140% +$441K 0.02% 453
2023
Q4 		$348K Buy
+6,700
New +$337K 0.01% 725
2023
Q3 		– Sell
-21,200
Closed -$1.09M – 1319
2023
Q2 		$1.09M Buy
21,200
+18,600
+715% +$1.04M 0.06% 295
2023
Q1 		$151K Sell
2,600
-4,900
-65% -$291K 0.01% 657
2022
Q4 		$455K Buy
+7,500
New +$450K 0.03% 526
2022
Q3 		– Sell
-300
Closed -$17K – 1247
2022
Q2 		$17K Buy
+300
New +$16.2K 0.01% 867
2022
Q1 		– Sell
-100
Closed -$7K – 1174
2021
Q4 		$7K Buy
+100
New +$6.43K 0.01% 869

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Invesco
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