Cetera Advisor Networks’s California Water Service CWT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $283K | Sell |
6,086
-201
| -3% | -$9.34K | ﹤0.01% | 2336 |
|
2023
Q4 | $326K | Buy |
6,287
+196
| +3% | +$10.2K | ﹤0.01% | 2184 |
|
2023
Q3 | $288K | Sell |
6,091
-198
| -3% | -$9.37K | ﹤0.01% | 2175 |
|
2023
Q2 | $325K | Sell |
6,289
-80
| -1% | -$4.13K | ﹤0.01% | 2028 |
|
2023
Q1 | $371K | Sell |
6,369
-135
| -2% | -$7.86K | ﹤0.01% | 1899 |
|
2022
Q4 | $394K | Buy |
6,504
+746
| +13% | +$45.2K | ﹤0.01% | 1813 |
|
2022
Q3 | $303K | Sell |
5,758
-200
| -3% | -$10.5K | ﹤0.01% | 1590 |
|
2022
Q2 | $331K | Buy |
5,958
+1,600
| +37% | +$88.9K | ﹤0.01% | 1557 |
|
2022
Q1 | $258K | Buy |
4,358
+1,401
| +47% | +$82.9K | ﹤0.01% | 1724 |
|
2021
Q4 | $213K | Buy |
+2,957
| New | +$213K | ﹤0.01% | 1836 |
|
2020
Q3 | – | Sell |
-2,905
| Closed | -$139K | – | 1596 |
|
2020
Q2 | $139K | Buy |
+2,905
| New | +$139K | ﹤0.01% | 1314 |
|
2019
Q4 | – | Sell |
-4,755
| Closed | -$252K | – | 1250 |
|
2019
Q3 | $252K | Hold |
4,755
| – | – | 0.01% | 1000 |
|
2019
Q2 | $240K | Sell |
4,755
-200
| -4% | -$10.1K | 0.01% | 1006 |
|
2019
Q1 | $269K | Hold |
4,955
| – | – | 0.01% | 920 |
|
2018
Q4 | $237K | Sell |
4,955
-1,000
| -17% | -$47.8K | 0.01% | 861 |
|
2018
Q3 | $256K | Buy |
5,955
+80
| +1% | +$3.44K | 0.01% | 930 |
|
2018
Q2 | $229K | Hold |
5,875
| – | – | 0.01% | 728 |
|
2018
Q1 | $218K | Hold |
5,875
| – | – | 0.01% | 782 |
|
2017
Q4 | $266K | Sell |
5,875
-400
| -6% | -$18.1K | 0.01% | 788 |
|
2017
Q3 | $239K | Hold |
6,275
| – | – | 0.01% | 762 |
|
2017
Q2 | $231K | Buy |
6,275
+275
| +5% | +$10.1K | 0.01% | 785 |
|
2017
Q1 | $216K | Hold |
6,000
| – | – | 0.01% | 808 |
|
2016
Q4 | $203K | Sell |
6,000
-1,600
| -21% | -$54.1K | 0.01% | 788 |
|
2016
Q3 | $244K | Buy |
+7,600
| New | +$244K | 0.01% | 853 |
|