Cerity Partners’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $911K | Buy |
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|
2025
Q2 | $742K | Buy |
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|
2025
Q1 | $648K | Buy |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
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