Avantax Advisory Services’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 | $278K | Buy |
6,117
+1,203
| +24% | +$54.7K | ﹤0.01% | 1973 |
|
|
2025
Q1 | $238K | Buy |
+4,914
| New | +$238K | ﹤0.01% | 1994 |
|
|
2020
Q4 | – | Sell |
-6,151
| Closed | -$267K | – | 1019 |
|
|
2020
Q3 | $267K | Buy |
6,151
+1,718
| +39% | +$74.6K | ﹤0.01% | 1084 |
|
|
2020
Q2 | $211K | Sell |
4,433
-5,139
| -54% | -$245K | 0.01% | 771 |
|
|
2020
Q1 | $479K | Sell |
9,572
-322
| -3% | -$16.1K | 0.01% | 445 |
|
|
2019
Q4 | $512K | Buy |
9,894
+3,506
| +55% | +$181K | 0.01% | 469 |
|
|
2019
Q3 | $336K | Buy |
+6,388
| New | +$336K | 0.01% | 410 |
|
|
2019
Q2 | – | Sell |
-4,100
| Closed | -$223K | – | 523 |
|
|
2019
Q1 | $223K | Buy |
+4,100
| New | +$223K | 0.01% | 433 |
|