Farther Finance Advisors’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728 | Buy |
16
+3
| +23% | +$137 | ﹤0.01% | 3959 |
|
|
2025
Q1 | $633 | Sell |
13
-7
| -35% | -$341 | ﹤0.01% | 3733 |
|
|
2024
Q4 | $907 | Sell |
20
-18
| -47% | -$816 | ﹤0.01% | 3280 |
|
|
2024
Q3 | $2.05K | Buy |
38
+12
| +46% | +$648 | ﹤0.01% | 2983 |
|
|
2024
Q2 | $1.26K | Buy |
26
+7
| +37% | +$339 | ﹤0.01% | 2982 |
|
|
2024
Q1 | $884 | Sell |
19
-15
| -44% | -$698 | ﹤0.01% | 2820 |
|
|
2023
Q4 | $1.76K | Buy |
34
+25
| +278% | +$1.3K | ﹤0.01% | 2484 |
|
|
2023
Q3 | $426 | Hold |
9
| – | – | ﹤0.01% | 2309 |
|
|
2023
Q2 | $465 | Sell |
9
-33
| -79% | -$1.71K | ﹤0.01% | 2173 |
|
|
2023
Q1 | $2.44K | Buy |
42
+33
| +367% | +$1.92K | ﹤0.01% | 1566 |
|
|
2022
Q4 | $546 | Buy |
+9
| New | +$546 | ﹤0.01% | 1816 |
|