Commonwealth Equity Services’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
12,893
+975
| +8% | +$44.3K | ﹤0.01% | 3025 |
|
|
2025
Q1 | $578K | Sell |
11,918
-310
| -3% | -$15K | ﹤0.01% | 2923 |
|
|
2024
Q4 | $554K | Buy |
12,228
+382
| +3% | +$17.3K | ﹤0.01% | 2879 |
|
|
2024
Q3 | $642K | Sell |
11,846
-1,996
| -14% | -$108K | ﹤0.01% | 2694 |
|
|
2024
Q2 | $671K | Buy |
13,842
+2,327
| +20% | +$113K | ﹤0.01% | 2597 |
|
|
2024
Q1 | $535K | Buy |
11,515
+1,674
| +17% | +$77.8K | ﹤0.01% | 2761 |
|
|
2023
Q4 | $510K | Sell |
9,841
-362
| -4% | -$18.8K | ﹤0.01% | 2685 |
|
|
2023
Q3 | $483K | Sell |
10,203
-3,522
| -26% | -$167K | ﹤0.01% | 2628 |
|
|
2023
Q2 | $709K | Buy |
13,725
+14
| +0.1% | +$723 | ﹤0.01% | 2352 |
|
|
2023
Q1 | $797 | Sell |
13,711
-285
| -2% | -$17 | ﹤0.01% | 2201 |
|
|
2022
Q4 | $848K | Sell |
13,996
-996
| -7% | -$60.3K | ﹤0.01% | 2071 |
|
|
2022
Q3 | $789K | Sell |
14,992
-362
| -2% | -$19.1K | ﹤0.01% | 2072 |
|
|
2022
Q2 | $852K | Buy |
15,354
+1,908
| +14% | +$106K | ﹤0.01% | 2024 |
|
|
2022
Q1 | $797K | Sell |
13,446
-119
| -0.9% | -$7.05K | ﹤0.01% | 2163 |
|
|
2021
Q4 | $974K | Buy |
13,565
+318
| +2% | +$22.8K | ﹤0.01% | 2008 |
|
|
2021
Q3 | $780K | Buy |
13,247
+862
| +7% | +$50.8K | ﹤0.01% | 2123 |
|
|
2021
Q2 | $687K | Buy |
12,385
+1,056
| +9% | +$58.6K | ﹤0.01% | 2214 |
|
|
2021
Q1 | $638K | Sell |
11,329
-849
| -7% | -$47.8K | ﹤0.01% | 2129 |
|
|
2020
Q4 | $657K | Sell |
12,178
-93
| -0.8% | -$5.02K | ﹤0.01% | 1947 |
|
|
2020
Q3 | $533K | Sell |
12,271
-651
| -5% | -$28.3K | ﹤0.01% | 1922 |
|
|
2020
Q2 | $616K | Sell |
12,922
-579
| -4% | -$27.6K | ﹤0.01% | 1745 |
|
|
2020
Q1 | $679K | Buy |
13,501
+1,653
| +14% | +$83.1K | ﹤0.01% | 1501 |
|
|
2019
Q4 | $610K | Buy |
11,848
+83
| +0.7% | +$4.27K | ﹤0.01% | 1748 |
|
|
2019
Q3 | $622K | Sell |
11,765
-344
| -3% | -$18.2K | ﹤0.01% | 1684 |
|
|
2019
Q2 | $613K | Sell |
12,109
-766
| -6% | -$38.8K | ﹤0.01% | 1657 |
|
|
2019
Q1 | $698K | Sell |
12,875
-385
| -3% | -$20.9K | ﹤0.01% | 1523 |
|
|
2018
Q4 | $631K | Sell |
13,260
-760
| -5% | -$36.2K | ﹤0.01% | 1488 |
|
|
2018
Q3 | $601K | Buy |
14,020
+786
| +6% | +$33.7K | ﹤0.01% | 1659 |
|
|
2018
Q2 | $515K | Buy |
13,234
+16
| +0.1% | +$623 | ﹤0.01% | 1723 |
|
|
2018
Q1 | $492K | Sell |
13,218
-4
| -0% | -$149 | ﹤0.01% | 1723 |
|
|
2017
Q4 | $600K | Sell |
13,222
-3,543
| -21% | -$161K | ﹤0.01% | 1558 |
|
|
2017
Q3 | $640K | Buy |
16,765
+7,036
| +72% | +$269K | ﹤0.01% | 1454 |
|
|
2017
Q2 | $358K | Sell |
9,729
-2,581
| -21% | -$95K | ﹤0.01% | 1796 |
|
|
2017
Q1 | $441K | Buy |
+12,310
| New | +$441K | ﹤0.01% | 1579 |
|