Capital Fund Management (CFM)’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 | $1.15M | Buy |
+25,360
| New | +$1.15M | ﹤0.01% | 732 |
|
|
2018
Q2 | – | Sell |
-9,600
| Closed | -$358K | – | 979 |
|
|
2018
Q1 | $358K | Buy |
+9,600
| New | +$358K | ﹤0.01% | 723 |
|
|
2016
Q4 | – | Sell |
-10,600
| Closed | -$340K | – | 923 |
|
|
2016
Q3 | $340K | Buy |
+10,600
| New | +$340K | ﹤0.01% | 729 |
|
|
2015
Q2 | – | Sell |
-12,200
| Closed | -$299K | – | 708 |
|
|
2015
Q1 | $299K | Buy |
+12,200
| New | +$299K | ﹤0.01% | 553 |
|
|
2014
Q3 | – | Sell |
-9,600
| Closed | -$232K | – | 689 |
|
|
2014
Q2 | $232K | Sell |
9,600
-978
| -9% | -$23.6K | ﹤0.01% | 679 |
|
|
2014
Q1 | $253K | Buy |
+10,578
| New | +$253K | ﹤0.01% | 714 |
|