CIBC Private Wealth Group’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33K | Hold |
73
| – | – | ﹤0.01% | 2540 |
|
|
2025
Q1 | $3.46K | Hold |
73
| – | – | ﹤0.01% | 2559 |
|
|
2024
Q4 | $3.16K | Hold |
73
| – | – | ﹤0.01% | 2604 |
|
|
2024
Q3 | $3.95K | Hold |
73
| – | – | ﹤0.01% | 2656 |
|
|
2024
Q2 | $3.52K | Sell |
73
-337
| -82% | -$16.3K | ﹤0.01% | 2628 |
|
|
2024
Q1 | $19.1K | Buy |
+410
| New | +$19.1K | ﹤0.01% | 2068 |
|
|
2018
Q3 | – | Sell |
-889
| Closed | -$35K | – | 1124 |
|
|
2018
Q2 | $35K | Buy |
889
+670
| +306% | +$26.4K | ﹤0.01% | 1248 |
|
|
2018
Q1 | $8K | Buy |
219
+1
| +0.5% | +$37 | ﹤0.01% | 1571 |
|
|
2017
Q4 | $10K | Buy |
+218
| New | +$10K | ﹤0.01% | 1545 |
|