DPW
DiNuzzo Private Wealth’s California Water Service CWT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319 | Sell |
7
-1
| -13% | -$46 | ﹤0.01% | 1182 |
|
2025
Q1 | $388 | Buy |
8
+2
| +33% | +$97 | ﹤0.01% | 1130 |
|
2024
Q4 | $272 | Hold |
6
| – | – | ﹤0.01% | 1228 |
|
2024
Q3 | $326 | Hold |
6
| – | – | ﹤0.01% | 1221 |
|
2024
Q2 | $291 | Buy |
6
+1
| +20% | +$49 | ﹤0.01% | 1193 |
|
2024
Q1 | $233 | Hold |
5
| – | – | ﹤0.01% | 1179 |
|
2023
Q4 | $260 | Buy |
+5
| New | +$260 | ﹤0.01% | 1171 |
|