AssetMark Inc’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$997 Sell
2025
Q3
$1.24K Sell
2025
Q2
$2K Buy
2025
Q1
$291 Hold
2024
Q4
$272 Buy
2024
Q3
$217 Buy
2020
Q4
Sell
2020
Q3
$1K Sell
2020
Q2
$1K Buy
2018
Q1
Sell
2017
Q4
$1K Buy