Boston Family Office’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,865
| Closed | -$210K | – | 276 |
|
|
2024
Q3 | $210K | Buy |
+3,865
| New | +$210K | 0.01% | 270 |
|
|
2024
Q1 | – | Sell |
-3,865
| Closed | -$200K | – | 264 |
|
|
2023
Q4 | $200K | Buy |
+3,865
| New | +$200K | 0.02% | 254 |
|
|
2023
Q2 | – | Sell |
-3,865
| Closed | -$224K | – | 261 |
|
|
2023
Q1 | $224K | Hold |
3,865
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $234K | Hold |
3,865
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $204K | Hold |
3,865
| – | – | 0.02% | 257 |
|
|
2022
Q2 | $215K | Hold |
3,865
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $229K | Hold |
3,865
| – | – | 0.02% | 271 |
|
|
2021
Q4 | $278K | Hold |
3,865
| – | – | 0.02% | 252 |
|
|
2021
Q3 | $228K | Hold |
3,865
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $215K | Buy |
+3,865
| New | +$215K | 0.02% | 264 |
|