DZ Bank’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 | $313K | Hold |
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|
2025
Q2 | $311K | Hold |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $853K | Hold |
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|
2024
Q2 | $763K | Sell |
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|
2024
Q1 | $824K | Hold |
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|
2023
Q4 | $920K | Hold |
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|
2023
Q3 | $839K | Hold |
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|
2023
Q2 | $915K | Hold |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $717K | Hold |
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|
2022
Q3 | $623K | Hold |
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|
2022
Q2 | $657K | Hold |
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|
2022
Q1 | $701K | Hold |
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|
2021
Q4 | $844K | Hold |
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|
2021
Q3 | $697K | Buy |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $582K | Hold |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $397K | Hold |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $333K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $342K | Buy |
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