Column Capital Advisors’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $28.9K | Hold |
611
| – | – | ﹤0.01% | 391 |
|
|
2023
Q2 | $31.5K | Hold |
611
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $35.6K | Hold |
611
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $37.1K | Hold |
611
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $32K | Hold |
611
| – | – | 0.01% | 329 |
|
|
2022
Q2 | $34K | Hold |
611
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $36K | Buy |
611
+596
| +3,973% | +$35.1K | 0.01% | 332 |
|
|
2021
Q4 | $1K | Sell |
15
-25
| -63% | -$1.67K | ﹤0.01% | 703 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 620 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 606 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $2K | Sell |
40
-19
| -32% | -$950 | ﹤0.01% | 587 |
|
|
2020
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 653 |
|
|
2020
Q1 | $3K | Sell |
59
-24
| -29% | -$1.22K | ﹤0.01% | 532 |
|
|
2019
Q4 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 538 |
|