Carson Wealth (CWM LLC)’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
6,778
+1,220
| +22% | +$55.4K | ﹤0.01% | 1846 |
|
|
2025
Q1 | $269K | Buy |
5,558
+2,406
| +76% | +$116K | ﹤0.01% | 1731 |
|
|
2024
Q4 | $143K | Buy |
3,152
+62
| +2% | +$2.81K | ﹤0.01% | 2051 |
|
|
2024
Q3 | $168K | Buy |
3,090
+1,741
| +129% | +$94.7K | ﹤0.01% | 1850 |
|
|
2024
Q2 | $65K | Buy |
1,349
+642
| +91% | +$30.9K | ﹤0.01% | 2277 |
|
|
2024
Q1 | $33K | Sell |
707
-412
| -37% | -$19.2K | ﹤0.01% | 2568 |
|
|
2023
Q4 | $58K | Sell |
1,119
-29
| -3% | -$1.5K | ﹤0.01% | 2075 |
|
|
2023
Q3 | $54K | Sell |
1,148
-68
| -6% | -$3.2K | ﹤0.01% | 2008 |
|
|
2023
Q2 | $63K | Buy |
1,216
+167
| +16% | +$8.65K | ﹤0.01% | 1825 |
|
|
2023
Q1 | $61K | Buy |
1,049
+12
| +1% | +$698 | ﹤0.01% | 1755 |
|
|
2022
Q4 | $63K | Sell |
1,037
-402
| -28% | -$24.4K | ﹤0.01% | 1606 |
|
|
2022
Q3 | $76K | Buy |
1,439
+395
| +38% | +$20.9K | ﹤0.01% | 1460 |
|
|
2022
Q2 | $58K | Sell |
1,044
-438
| -30% | -$24.3K | ﹤0.01% | 1557 |
|
|
2022
Q1 | $88K | Buy |
1,482
+175
| +13% | +$10.4K | ﹤0.01% | 1370 |
|
|
2021
Q4 | $94K | Buy |
+1,307
| New | +$94K | ﹤0.01% | 1317 |
|
|
2021
Q2 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2021
Q1 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q4 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q3 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q2 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q1 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q4 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q3 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q2 | $67K | Hold |
1,205
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q1 | $67K | Buy |
1,205
+1,043
| +644% | +$58K | ﹤0.01% | 1275 |
|
|
2018
Q4 | $8K | Sell |
162
-24
| -13% | -$1.19K | ﹤0.01% | 1396 |
|
|
2018
Q3 | $8K | Sell |
186
-35
| -16% | -$1.51K | ﹤0.01% | 1213 |
|
|
2018
Q2 | $9K | Buy |
221
+24
| +12% | +$977 | ﹤0.01% | 1023 |
|
|
2018
Q1 | $7K | Hold |
197
| – | – | ﹤0.01% | 926 |
|
|
2017
Q4 | $9K | Buy |
197
+4
| +2% | +$183 | ﹤0.01% | 904 |
|
|
2017
Q3 | $7K | Sell |
193
-6
| -3% | -$218 | ﹤0.01% | 984 |
|
|
2017
Q2 | $7K | Buy |
199
+9
| +5% | +$317 | ﹤0.01% | 832 |
|
|
2017
Q1 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 811 |
|