Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,112
| Closed | -$296K | – | 569 |
|
|
2021
Q4 | $296K | Sell |
4,112
-1,958
| -32% | -$141K | 0.04% | 450 |
|
|
2021
Q3 | $357K | Sell |
6,070
-141
| -2% | -$8.29K | 0.05% | 362 |
|
|
2021
Q2 | $344K | Buy |
6,211
+1,326
| +27% | +$73.4K | 0.04% | 415 |
|
|
2021
Q1 | $275K | Buy |
4,885
+57
| +1% | +$3.21K | 0.05% | 358 |
|
|
2020
Q4 | $260K | Buy |
4,828
+4,225
| +701% | +$228K | 0.05% | 281 |
|
|
2020
Q3 | $27.9K | Sell |
603
-110
| -15% | -$5.09K | 0.01% | 530 |
|
|
2020
Q2 | $33.8K | Buy |
+713
| New | +$33.8K | 0.02% | 438 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$447 | – | 1230 |
|
|
2019
Q4 | $447 | Buy |
+8
| New | +$447 | ﹤0.01% | 936 |
|