Carroll Financial Associates’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-29
| Closed | -$1K | – | 1673 |
|
|
2021
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1627 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | – | – | 1717 |
|
|
2021
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1645 |
|
|
2019
Q3 | – | Sell |
-408
| Closed | -$20K | – | 1549 |
|
|
2019
Q2 | $20K | Hold |
408
| – | – | ﹤0.01% | 825 |
|
|
2019
Q1 | $22K | Buy |
+408
| New | +$22K | ﹤0.01% | 723 |
|