Blue Trust Inc’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 | $1K | Sell |
22
-217
| -91% | -$9.87K | ﹤0.01% | 2251 |
|
|
2025
Q1 | $11.6K | Buy |
239
+16
| +7% | +$775 | ﹤0.01% | 1834 |
|
|
2024
Q4 | $10.1K | Sell |
223
-282
| -56% | -$12.8K | ﹤0.01% | 1851 |
|
|
2024
Q3 | $24.5K | Buy |
505
+363
| +256% | +$17.6K | ﹤0.01% | 1865 |
|
|
2024
Q2 | $6.6K | Buy |
142
+96
| +209% | +$4.46K | ﹤0.01% | 2093 |
|
|
2024
Q1 | $2.14K | Sell |
46
-20
| -30% | -$930 | ﹤0.01% | 1813 |
|
|
2023
Q4 | $3K | Sell |
66
-154
| -70% | -$7K | ﹤0.01% | 1995 |
|
|
2023
Q3 | $11K | Hold |
220
| – | – | ﹤0.01% | 1371 |
|
|
2023
Q2 | $13K | Sell |
220
-16
| -7% | -$945 | ﹤0.01% | 1209 |
|
|
2023
Q1 | $14K | Hold |
236
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q4 | $13K | Buy |
236
+110
| +87% | +$6.06K | ﹤0.01% | 1439 |
|
|
2022
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q2 | $8K | Buy |
+126
| New | +$8K | ﹤0.01% | 1268 |
|