D.A. Davidson & Co’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
Q2 | $510K | Sell |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $586K | Hold |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $537K | Sell |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $702K | Hold |
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|
2021
Q3 | $575K | Buy |
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|
2021
Q2 | $537K | Buy |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $512K | Sell |
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|
2020
Q3 | $434K | Hold |
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|
2020
Q2 | $476K | Sell |
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|
2020
Q1 | $529K | Buy |
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|
2019
Q4 | $527K | Hold |
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|
2019
Q3 | $541K | Buy |
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|
2019
Q2 | $494K | Sell |
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|
2019
Q1 | $649K | Buy |
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|
2018
Q4 | $465K | Hold |
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|
2018
Q3 | $418K | Hold |
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|
2018
Q2 | $380K | Hold |
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|
2018
Q1 | $363K | Sell |
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|
2017
Q4 | $453K | Buy |
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|
2017
Q3 | $376K | Buy |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $334K | Buy |
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|
2016
Q3 | $284K | Buy |
|