Fieldpoint Private Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6K | Sell |
|
|||||
|
2022
Q1 | $20K | Hold |
|
|||||
|
2021
Q4 | $25K | Hold |
|
|||||
|
2021
Q3 | $20K | Hold |
|
|||||
|
2021
Q2 | $22K | Hold |
|
|||||
|
2021
Q1 | $19K | Hold |
|
|||||
|
2020
Q4 | $19K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $12K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $4K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $39K | Buy |
|