Caldwell Sutter Capital’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 | $38.9K | Hold |
855
| – | – | 0.02% | 386 |
|
|
2025
Q1 | $41.4K | Hold |
855
| – | – | 0.02% | 379 |
|
|
2024
Q4 | $38.8K | Hold |
855
| – | – | 0.02% | 392 |
|
|
2024
Q3 | $46.4K | Hold |
855
| – | – | 0.02% | 374 |
|
|
2024
Q2 | $41.5K | Hold |
855
| – | – | 0.02% | 377 |
|
|
2024
Q1 | $39.7K | Hold |
855
| – | – | 0.02% | 376 |
|
|
2023
Q4 | $44.3K | Hold |
855
| – | – | 0.02% | 353 |
|
|
2023
Q3 | $40.5K | Hold |
855
| – | – | 0.02% | 345 |
|
|
2023
Q2 | $44.1K | Buy |
855
+55
| +7% | +$2.84K | 0.02% | 336 |
|
|
2023
Q1 | $46.6K | Buy |
+800
| New | +$46.6K | 0.03% | 246 |
|