FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $87.6K | Buy |
+1,616
| New | +$87.6K | 0.01% | 448 |
|
|
2023
Q3 | – | Sell |
-753
| Closed | -$45.7K | – | 1241 |
|
|
2023
Q2 | $45.7K | Hold |
753
| – | – | 0.01% | 458 |
|
|
2023
Q1 | $45.7K | Hold |
753
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $45.7K | Buy |
+753
| New | +$45.7K | 0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-1,732
| Closed | -$103K | – | 1226 |
|
|
2022
Q1 | $103K | Buy |
+1,732
| New | +$103K | 0.02% | 422 |
|
|
2020
Q3 | – | Sell |
-665
| Closed | -$32K | – | 1133 |
|
|
2020
Q2 | $32K | Buy |
665
+6
| +0.9% | +$289 | 0.01% | 555 |
|
|
2020
Q1 | $33K | Buy |
+659
| New | +$33K | 0.02% | 515 |
|