Creative Financial Designs’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 | Sell |
12,885
-363
| -3% | -$16.5K | 0.04% | 299 |
|
|
2025
Q1 | $642K | Buy |
13,248
+582
| +5% | +$28.2K | 0.05% | 254 |
|
|
2024
Q4 | $574K | Buy |
12,666
+625
| +5% | +$28.3K | 0.05% | 267 |
|
|
2024
Q3 | $653K | Buy |
12,041
+316
| +3% | +$17.1K | 0.06% | 253 |
|
|
2024
Q2 | $569K | Buy |
11,725
+866
| +8% | +$42K | 0.05% | 255 |
|
|
2024
Q1 | $505K | Buy |
10,859
+1,926
| +22% | +$89.5K | 0.05% | 264 |
|
|
2023
Q4 | $463K | Buy |
8,933
+1,332
| +18% | +$69.1K | 0.05% | 255 |
|
|
2023
Q3 | $360K | Buy |
7,601
+558
| +8% | +$26.4K | 0.04% | 260 |
|
|
2023
Q2 | $364K | Buy |
7,043
+110
| +2% | +$5.68K | 0.04% | 253 |
|
|
2023
Q1 | $404K | Buy |
6,933
+63
| +0.9% | +$3.67K | 0.05% | 233 |
|
|
2022
Q4 | $417K | Buy |
6,870
+434
| +7% | +$26.3K | 0.06% | 222 |
|
|
2022
Q3 | $339K | Buy |
6,436
+372
| +6% | +$19.6K | 0.06% | 230 |
|
|
2022
Q2 | $337K | Buy |
6,064
+425
| +8% | +$23.6K | 0.06% | 226 |
|
|
2022
Q1 | $334K | Buy |
5,639
+83
| +1% | +$4.92K | 0.05% | 234 |
|
|
2021
Q4 | $399K | Buy |
5,556
+252
| +5% | +$18.1K | 0.06% | 215 |
|
|
2021
Q3 | $313K | Buy |
5,304
+286
| +6% | +$16.9K | 0.05% | 237 |
|
|
2021
Q2 | $279K | Buy |
5,018
+114
| +2% | +$6.34K | 0.05% | 249 |
|
|
2021
Q1 | $276K | Buy |
4,904
+130
| +3% | +$7.32K | 0.05% | 234 |
|
|
2020
Q4 | $258K | Buy |
4,774
+287
| +6% | +$15.5K | 0.06% | 226 |
|
|
2020
Q3 | $195K | Buy |
4,487
+208
| +5% | +$9.04K | 0.05% | 241 |
|
|
2020
Q2 | $204K | Buy |
4,279
+2,339
| +121% | +$112K | 0.06% | 206 |
|
|
2020
Q1 | $98K | Buy |
+1,940
| New | +$98K | 0.05% | 175 |
|