Capital Advisors Ltd’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 | $16K | Hold |
362
| – | – | ﹤0.01% | 678 |
|
|
2025
Q1 | $18K | Hold |
362
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $16K | Hold |
362
| – | – | ﹤0.01% | 657 |
|
|
2024
Q3 | $20K | Hold |
362
| – | – | ﹤0.01% | 610 |
|
|
2024
Q2 | $18K | Hold |
362
| – | – | ﹤0.01% | 609 |
|
|
2024
Q1 | $17K | Hold |
362
| – | – | ﹤0.01% | 610 |
|
|
2023
Q4 | $19K | Hold |
362
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $17K | Hold |
362
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $19K | Buy |
362
+326
| +906% | +$17.1K | ﹤0.01% | 578 |
|
|
2023
Q1 | $2K | Sell |
36
-330
| -90% | -$18.3K | ﹤0.01% | 877 |
|
|
2022
Q4 | $0 | Buy |
+366
| New | – | ﹤0.01% | 1296 |
|