Arax Advisory Partners’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 | $3.87K | Hold |
85
| – | – | ﹤0.01% | 2336 |
|
|
2025
Q1 | $4.12K | Buy |
85
+14
| +20% | +$679 | ﹤0.01% | 1836 |
|
|
2024
Q4 | $3.22K | Sell |
71
-183
| -72% | -$8.3K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $13.8K | Sell |
254
-32
| -11% | -$1.74K | ﹤0.01% | 1258 |
|
|
2024
Q2 | $13.9K | Buy |
+286
| New | +$13.9K | ﹤0.01% | 1110 |
|
|
2020
Q1 | – | Sell |
-199
| Closed | -$10K | – | 684 |
|
|
2019
Q4 | $10K | Buy |
199
+1
| +0.5% | +$50 | ﹤0.01% | 463 |
|
|
2019
Q3 | $10K | Buy |
198
+1
| +0.5% | +$51 | ﹤0.01% | 458 |
|
|
2019
Q2 | $10K | Buy |
+197
| New | +$10K | ﹤0.01% | 467 |
|
|
2018
Q4 | $9K | Buy |
196
+1
| +0.5% | +$46 | ﹤0.01% | 442 |
|
|
2018
Q3 | $8K | Buy |
+195
| New | +$8K | ﹤0.01% | 484 |
|