Clean Yield Group’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 | $516K | Sell |
|
|||||
|
2025
Q2 | $522K | Hold |
|
|||||
|
2025
Q1 | $557K | Hold |
|
|||||
|
2024
Q4 | $521K | Hold |
|
|||||
|
2024
Q3 | $623K | Hold |
|
|||||
|
2024
Q2 | $557K | Sell |
|
|||||
|
2024
Q1 | $557K | Sell |
|
|||||
|
2023
Q4 | $668K | Hold |
|
|||||
|
2023
Q3 | $630K | Hold |
|
|||||
|
2023
Q2 | $665K | Sell |
|
|||||
|
2023
Q1 | $779K | Hold |
|
|||||
|
2022
Q4 | $812K | Hold |
|
|||||
|
2022
Q3 | $705K | Hold |
|
|||||
|
2022
Q2 | $744K | Hold |
|
|||||
|
2022
Q1 | $793K | Sell |
|
|||||
|
2021
Q4 | $981K | Sell |
|
|||||
|
2021
Q3 | $831K | Sell |
|
|||||
|
2021
Q2 | $785K | Buy |
|
|||||
|
2021
Q1 | $795K | Sell |
|
|||||
|
2020
Q4 | $816K | Hold |
|
|||||
|
2020
Q3 | $656K | Hold |
|
|||||
|
2020
Q2 | $721K | Sell |
|
|||||
|
2020
Q1 | $836K | Hold |
|
|||||
|
2019
Q4 | $856K | Hold |
|
|||||
|
2019
Q3 | $879K | Hold |
|
|||||
|
2019
Q2 | $841K | Sell |
|
|||||
|
2019
Q1 | $920K | Sell |
|
|||||
|
2018
Q4 | $905K | Hold |
|
|||||
|
2018
Q3 | $815K | Sell |
|
|||||
|
2018
Q2 | $779K | Sell |
|
|||||
|
2018
Q1 | $790K | Sell |
|
|||||
|
2017
Q4 | $1.11M | Sell |
|
|||||
|
2017
Q3 | $986K | Hold |
|
|||||
|
2017
Q2 | $965K | Sell |
|
|||||
|
2017
Q1 | $988K | Sell |
|
|||||
|
2016
Q4 | $1.25M | Sell |
|
|||||
|
2016
Q3 | $1.2M | Sell |
|
|||||
|
2016
Q2 | $1.35M | Sell |
|
|||||
|
2016
Q1 | $1.07M | Sell |
|
|||||
|
2015
Q4 | $973K | Sell |
|
|||||
|
2015
Q3 | $1.02M | Sell |
|
|||||
|
2015
Q2 | $969K | Buy |
|
|||||
|
2015
Q1 | $837K | Buy |
|
|||||
|
2014
Q4 | $784K | Hold |
|
|||||
|
2014
Q3 | $715K | Hold |
|
|||||
|
2014
Q2 | $771K | Hold |
|
|||||
|
2014
Q1 | $762K | Buy |
|
|||||
|
2013
Q4 | $607K | Buy |
|
|||||
|
2013
Q3 | $496K | Hold |
|
|||||
|
2013
Q2 | $476K | Buy |
|