Beaird Harris Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.8K | Hold |
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|
2025
Q2 | $38.5K | Hold |
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|
2025
Q1 | $41K | Hold |
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|
2024
Q4 | $38.3K | Hold |
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|
2024
Q3 | $45.9K | Hold |
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|
2024
Q2 | $41K | Hold |
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|
2024
Q1 | $39.3K | Hold |
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|
2023
Q4 | $43.9K | Buy |
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|
2023
Q3 | $39.9K | Buy |
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|
2023
Q2 | $43.5K | Buy |
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|
2023
Q1 | $48.9K | Buy |
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|
2022
Q4 | $50.8K | Buy |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $60K | Buy |
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