Castleview Partners’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6
| Closed | -$291 | – | 620 |
|
|
2024
Q2 | $291 | Hold |
6
| – | – | ﹤0.01% | 870 |
|
|
2024
Q1 | $279 | Hold |
6
| – | – | ﹤0.01% | 856 |
|
|
2023
Q4 | $311 | Buy |
+6
| New | +$311 | ﹤0.01% | 822 |
|
|
2022
Q1 | – | Sell |
-12,431
| Closed | -$173 | – | 779 |
|
|
2021
Q4 | $173 | Buy |
+12,431
| New | +$173 | ﹤0.01% | 708 |
|