AssetMark Inc’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 | $2K | Buy |
44
+38
| +633% | +$1.73K | ﹤0.01% | 2430 |
|
|
2025
Q1 | $291 | Hold |
6
| – | – | ﹤0.01% | 2489 |
|
|
2024
Q4 | $272 | Buy |
6
+2
| +50% | +$91 | ﹤0.01% | 2451 |
|
|
2024
Q3 | $217 | Buy |
+4
| New | +$217 | ﹤0.01% | 2162 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | -$1K | – | 1403 |
|
|
2020
Q3 | $1K | Sell |
15
-10
| -40% | -$667 | ﹤0.01% | 1213 |
|
|
2020
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1166 |
|
|
2018
Q1 | – | Sell |
-16
| Closed | -$1K | – | 1538 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1582 |
|