Argent Trust Co’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,000
Closed -$207K 653
2023
Q2
$207K Hold
4,000
0.01% 594
2023
Q1
$233K Hold
4,000
0.01% 477
2022
Q4
$243K Hold
4,000
0.02% 463
2022
Q3
$211K Hold
4,000
0.02% 479
2022
Q2
$222K Hold
4,000
0.02% 489
2022
Q1
$237K Hold
4,000
0.01% 494
2021
Q4
$287K Hold
4,000
0.02% 479
2021
Q3
$236K Hold
4,000
0.02% 484
2021
Q2
$222K Hold
4,000
0.01% 488
2021
Q1
$225K Hold
4,000
0.02% 460
2020
Q4
$216K Sell
4,000
-697
-15% -$37.6K 0.02% 444
2020
Q3
$204K Sell
4,697
-19
-0.4% -$825 0.02% 436
2020
Q2
$225K Buy
4,716
+51
+1% +$2.43K 0.02% 408
2020
Q1
$235K Sell
4,665
-323
-6% -$16.3K 0.03% 368
2019
Q4
$257K Sell
4,988
-216
-4% -$11.1K 0.02% 413
2019
Q3
$275K Buy
+5,204
New +$275K 0.03% 388