CWA
Canvas Wealth Advisors’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
19,556
+656
| +3% | +$29.1K | 0.17% | 78 |
|
|
2025
Q1 | $971K | Buy |
18,900
+10,999
| +139% | +$565K | 0.25% | 63 |
|
|
2024
Q4 | $358K | Buy |
7,901
+2,196
| +38% | +$99.5K | 0.09% | 118 |
|
|
2024
Q3 | $309K | Sell |
5,705
-5,988
| -51% | -$325K | 0.09% | 127 |
|
|
2024
Q2 | $623K | Sell |
11,693
-2,865
| -20% | -$153K | 0.19% | 66 |
|
|
2024
Q1 | $643K | Buy |
14,558
+6,797
| +88% | +$300K | 0.22% | 59 |
|
|
2023
Q4 | $378K | Sell |
7,761
-2,353
| -23% | -$115K | 0.14% | 87 |
|
|
2023
Q3 | $476K | Buy |
10,114
+2,287
| +29% | +$108K | 0.2% | 67 |
|
|
2023
Q2 | $414K | Buy |
+7,827
| New | +$414K | 0.15% | 78 |
|