Bell Investment Advisors’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 | $1.05K | Sell |
23
-11
| -32% | -$501 | ﹤0.01% | 1572 |
|
|
2025
Q1 | $1.65K | Buy |
34
+11
| +48% | +$533 | ﹤0.01% | 1380 |
|
|
2024
Q4 | $1.04K | Hold |
23
| – | – | ﹤0.01% | 1569 |
|
|
2024
Q3 | $1.25K | Hold |
23
| – | – | ﹤0.01% | 1525 |
|
|
2024
Q2 | $1.12K | Buy |
23
+1
| +5% | +$49 | ﹤0.01% | 1578 |
|
|
2024
Q1 | $1.02K | Hold |
22
| – | – | ﹤0.01% | 1597 |
|
|
2023
Q4 | $1.14K | Sell |
22
-8
| -27% | -$415 | ﹤0.01% | 1549 |
|
|
2023
Q3 | $1.42K | Sell |
30
-9
| -23% | -$426 | ﹤0.01% | 1436 |
|
|
2023
Q2 | $2.01K | Sell |
39
-34
| -47% | -$1.76K | ﹤0.01% | 1297 |
|
|
2023
Q1 | $4.25K | Sell |
73
-17
| -19% | -$989 | ﹤0.01% | 855 |
|
|
2022
Q4 | $5.46K | Buy |
90
+26
| +41% | +$1.58K | ﹤0.01% | 762 |
|
|
2022
Q3 | $3K | Buy |
64
+9
| +16% | +$422 | ﹤0.01% | 893 |
|
|
2022
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 919 |
|
|
2021
Q4 | $4K | Buy |
62
+40
| +182% | +$2.58K | ﹤0.01% | 846 |
|
|
2021
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1336 |
|