Beaird Harris Wealth Management’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 | $38.5K | Hold |
846
| – | – | ﹤0.01% | 273 |
|
|
2025
Q1 | $41K | Hold |
846
| – | – | ﹤0.01% | 237 |
|
|
2024
Q4 | $38.3K | Hold |
846
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $45.9K | Hold |
846
| – | – | ﹤0.01% | 235 |
|
|
2024
Q2 | $41K | Hold |
846
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $39.3K | Hold |
846
| – | – | ﹤0.01% | 218 |
|
|
2023
Q4 | $43.9K | Buy |
846
+2
| +0.2% | +$104 | ﹤0.01% | 197 |
|
|
2023
Q3 | $39.9K | Buy |
844
+2
| +0.2% | +$95 | ﹤0.01% | 185 |
|
|
2023
Q2 | $43.5K | Buy |
842
+2
| +0.2% | +$103 | 0.01% | 177 |
|
|
2023
Q1 | $48.9K | Buy |
840
+2
| +0.2% | +$116 | 0.01% | 170 |
|
|
2022
Q4 | $50.8K | Buy |
838
+2
| +0.2% | +$121 | 0.01% | 174 |
|
|
2022
Q3 | $44K | Buy |
836
+1
| +0.1% | +$53 | 0.01% | 166 |
|
|
2022
Q2 | $46K | Buy |
835
+2
| +0.2% | +$110 | 0.01% | 141 |
|
|
2022
Q1 | $49K | Buy |
833
+2
| +0.2% | +$118 | 0.02% | 192 |
|
|
2021
Q4 | $60K | Buy |
+831
| New | +$60K | 0.02% | 212 |
|