Financial Architects (New Jersey)’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,100
| Closed | -$43K | – | 1291 |
|
|
2018
Q2 | $43K | Sell |
1,100
-2,325
| -68% | -$90.9K | 0.01% | 607 |
|
|
2018
Q1 | $128K | Buy |
3,425
+1,100
| +47% | +$41.1K | 0.03% | 358 |
|
|
2017
Q4 | $105K | Buy |
+2,325
| New | +$105K | 0.02% | 422 |
|
|
2017
Q3 | – | Sell |
-121
| Closed | -$4K | – | 1393 |
|
|
2017
Q2 | $4K | Hold |
121
| – | – | ﹤0.01% | 1210 |
|
|
2017
Q1 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 1215 |
|