BAM
Bruderman Asset Management’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,245
| Closed | -$46K | – | 373 |
|
|
2018
Q1 | $46K | Buy |
+1,245
| New | +$46K | 0.01% | 206 |
|
|
2017
Q3 | – | Sell |
-2,507
| Closed | -$92K | – | 166 |
|
|
2017
Q2 | $92K | Buy |
+2,507
| New | +$92K | 0.02% | 163 |
|
|
2017
Q1 | – | Sell |
-1,064
| Closed | -$36K | – | 165 |
|
|
2016
Q4 | $36K | Buy |
+1,064
| New | +$36K | 0.01% | 239 |
|