Everence Capital Management’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 | $261K | Hold |
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|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $792K | Hold |
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|
2024
Q2 | $718 | Hold |
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|
2024
Q1 | $679 | Hold |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $744 | Sell |
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|
2023
Q2 | $937K | Hold |
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|
2023
Q1 | $959 | Hold |
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|
2022
Q4 | $999 | Sell |
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|
2022
Q3 | $961K | Hold |
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|
2022
Q2 | $1.01M | Hold |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $890K | Buy |
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|
2021
Q1 | $673K | Hold |
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|
2020
Q4 | $645K | Buy |
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|
2020
Q3 | $432K | Sell |
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|
2020
Q2 | $530K | Hold |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $672K | Buy |
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|
2019
Q3 | $582K | Hold |
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|
2019
Q2 | $557K | Buy |
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|
2019
Q1 | $472K | Buy |
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|
2018
Q4 | $271K | Buy |
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