Atria Wealth Solutions’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
Q1 | – | Sell |
-5,067
| Closed | -$230K | – | 1893 |
|
|
2024
Q4 | $230K | Buy |
+5,067
| New | +$230K | ﹤0.01% | 1702 |
|
|
2024
Q3 | – | Sell |
-5,563
| Closed | -$270K | – | 1929 |
|
|
2024
Q2 | $270K | Hold |
5,563
| – | – | ﹤0.01% | 1557 |
|
|
2024
Q1 | $259K | Sell |
5,563
-4,028
| -42% | -$187K | ﹤0.01% | 1651 |
|
|
2023
Q4 | $497K | Buy |
9,591
+4,028
| +72% | +$209K | 0.01% | 1205 |
|
|
2023
Q3 | $263K | Hold |
5,563
| – | – | ﹤0.01% | 1490 |
|
|
2023
Q2 | $287K | Buy |
5,563
+3
| +0.1% | +$155 | ﹤0.01% | 1469 |
|
|
2023
Q1 | $324K | Buy |
5,560
+620
| +13% | +$36.1K | ﹤0.01% | 1366 |
|
|
2022
Q4 | $300K | Hold |
4,940
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q3 | $260K | Hold |
4,940
| – | – | ﹤0.01% | 1382 |
|
|
2022
Q2 | $274K | Buy |
4,940
+400
| +9% | +$22.2K | 0.01% | 1234 |
|
|
2022
Q1 | $269K | Buy |
+4,540
| New | +$269K | ﹤0.01% | 1377 |
|