Cetera Investment Advisers’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
13,253
+1,150
| +10% | +$52.3K | ﹤0.01% | 2811 |
|
|
2025
Q1 | $587K | Buy |
12,103
+17
| +0.1% | +$824 | ﹤0.01% | 2705 |
|
|
2024
Q4 | $548K | Sell |
12,086
-53
| -0.4% | -$2.4K | ﹤0.01% | 2612 |
|
|
2024
Q3 | $658K | Buy |
12,139
+10
| +0.1% | +$542 | ﹤0.01% | 2428 |
|
|
2024
Q2 | $588K | Buy |
12,129
+19
| +0.2% | +$921 | ﹤0.01% | 2467 |
|
|
2024
Q1 | $563K | Buy |
12,110
+7,975
| +193% | +$371K | ﹤0.01% | 2514 |
|
|
2023
Q4 | $214K | Buy |
+4,135
| New | +$214K | ﹤0.01% | 2007 |
|
|
2023
Q3 | – | Sell |
-4,057
| Closed | -$209K | – | 2202 |
|
|
2023
Q2 | $209K | Sell |
4,057
-2,330
| -36% | -$120K | ﹤0.01% | 1959 |
|
|
2023
Q1 | $372K | Buy |
6,387
+1,945
| +44% | +$113K | ﹤0.01% | 1581 |
|
|
2022
Q4 | $269K | Buy |
+4,442
| New | +$269K | ﹤0.01% | 1730 |
|
|
2022
Q2 | – | Sell |
-3,371
| Closed | -$200K | – | 1832 |
|
|
2022
Q1 | $200K | Buy |
+3,371
| New | +$200K | ﹤0.01% | 1722 |
|