Creative Financial Designs’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 | $107K | Sell |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $569K | Buy |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | $195K | Buy |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | $98K | Buy |
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