Empower Advisory Group’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,127
| Closed | -$657K | – | 496 |
|
|
2024
Q1 | $657K | Sell |
14,127
-344,723
| -96% | -$16M | ﹤0.01% | 271 |
|
|
2023
Q4 | $18.6M | Buy |
358,850
+5,881
| +2% | +$305K | 0.07% | 133 |
|
|
2023
Q3 | $16.7M | Buy |
352,969
+11,870
| +3% | +$562K | 0.07% | 126 |
|
|
2023
Q2 | $17.6M | Buy |
341,099
+6,893
| +2% | +$356K | 0.08% | 128 |
|
|
2023
Q1 | $19.3M | Buy |
+334,206
| New | +$19.3M | 0.09% | 128 |
|