Commonwealth Equity Services’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 | $604K | Buy |
|
|||||
|
2025
Q2 | $586K | Buy |
|
|||||
|
2025
Q1 | $578K | Sell |
|
|||||
|
2024
Q4 | $554K | Buy |
|
|||||
|
2024
Q3 | $642K | Sell |
|
|||||
|
2024
Q2 | $671K | Buy |
|
|||||
|
2024
Q1 | $535K | Buy |
|
|||||
|
2023
Q4 | $510K | Sell |
|
|||||
|
2023
Q3 | $483K | Sell |
|
|||||
|
2023
Q2 | $709K | Buy |
|
|||||
|
2023
Q1 | $797 | Sell |
|
|||||
|
2022
Q4 | $848K | Sell |
|
|||||
|
2022
Q3 | $789K | Sell |
|
|||||
|
2022
Q2 | $852K | Buy |
|
|||||
|
2022
Q1 | $797K | Sell |
|
|||||
|
2021
Q4 | $974K | Buy |
|
|||||
|
2021
Q3 | $780K | Buy |
|
|||||
|
2021
Q2 | $687K | Buy |
|
|||||
|
2021
Q1 | $638K | Sell |
|
|||||
|
2020
Q4 | $657K | Sell |
|
|||||
|
2020
Q3 | $533K | Sell |
|
|||||
|
2020
Q2 | $616K | Sell |
|
|||||
|
2020
Q1 | $679K | Buy |
|
|||||
|
2019
Q4 | $610K | Buy |
|
|||||
|
2019
Q3 | $622K | Sell |
|
|||||
|
2019
Q2 | $613K | Sell |
|
|||||
|
2019
Q1 | $698K | Sell |
|
|||||
|
2018
Q4 | $631K | Sell |
|
|||||
|
2018
Q3 | $601K | Buy |
|
|||||
|
2018
Q2 | $515K | Buy |
|
|||||
|
2018
Q1 | $492K | Sell |
|
|||||
|
2017
Q4 | $600K | Sell |
|
|||||
|
2017
Q3 | $640K | Buy |
|
|||||
|
2017
Q2 | $358K | Sell |
|
|||||
|
2017
Q1 | $441K | Buy |
|