Disciplined Investments’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$361 | – | 452 |
|
|
2023
Q2 | $361 | Sell |
7
-1
| -13% | -$52 | ﹤0.01% | 1343 |
|
|
2023
Q1 | $466 | Hold |
8
| – | – | ﹤0.01% | 1247 |
|
|
2022
Q4 | $485 | Sell |
8
-1
| -11% | -$61 | ﹤0.01% | 1197 |
|
|
2022
Q3 | $0 | Buy |
9
+3
| +50% | – | ﹤0.01% | 1311 |
|
|
2022
Q2 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 1339 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1398 |
|