EverSource Wealth Advisors’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 | $41.2K | Buy |
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|
2025
Q2 | $31.7K | Buy |
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|
2025
Q1 | $16.1K | Buy |
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|
2024
Q4 | $14.9K | Buy |
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|
2024
Q3 | $4.07K | Hold |
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|
2024
Q2 | $4.01K | Buy |
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|
2024
Q1 | $1.92K | Sell |
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|
2023
Q4 | $3.89K | Sell |
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|
2023
Q3 | $4.02K | Sell |
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|
2023
Q2 | $25.3K | Sell |
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|
2023
Q1 | $62.7K | Sell |
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|
2022
Q4 | $68.1K | Buy |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $12K | Buy |
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