EverSource Wealth Advisors’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7K | Buy |
697
+365
| +110% | +$16.6K | ﹤0.01% | 1932 |
|
|
2025
Q1 | $16.1K | Buy |
332
+3
| +0.9% | +$145 | ﹤0.01% | 1818 |
|
|
2024
Q4 | $14.9K | Buy |
329
+254
| +339% | +$11.5K | ﹤0.01% | 1790 |
|
|
2024
Q3 | $4.07K | Hold |
75
| – | – | ﹤0.01% | 2304 |
|
|
2024
Q2 | $4.01K | Buy |
75
+36
| +92% | +$1.93K | ﹤0.01% | 2293 |
|
|
2024
Q1 | $1.92K | Sell |
39
-36
| -48% | -$1.77K | ﹤0.01% | 2403 |
|
|
2023
Q4 | $3.89K | Sell |
75
-10
| -12% | -$519 | ﹤0.01% | 1959 |
|
|
2023
Q3 | $4.02K | Sell |
85
-405
| -83% | -$19.2K | ﹤0.01% | 1791 |
|
|
2023
Q2 | $25.3K | Sell |
490
-588
| -55% | -$30.4K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $62.7K | Sell |
1,078
-45
| -4% | -$2.62K | 0.01% | 702 |
|
|
2022
Q4 | $68.1K | Buy |
1,123
+9
| +0.8% | +$546 | 0.01% | 633 |
|
|
2022
Q3 | $58K | Buy |
1,114
+50
| +5% | +$2.6K | 0.01% | 595 |
|
|
2022
Q2 | $60K | Buy |
1,064
+936
| +731% | +$52.8K | 0.02% | 561 |
|
|
2022
Q1 | $8K | Sell |
128
-40
| -24% | -$2.5K | ﹤0.01% | 1060 |
|
|
2021
Q4 | $12K | Buy |
+168
| New | +$12K | ﹤0.01% | 885 |
|