FORA Capital’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,123
| Closed | -$290K | – | 474 |
|
2023
Q3 | $290K | Buy |
+6,123
| New | +$290K | 0.03% | 396 |
|
2021
Q2 | – | Sell |
-335
| Closed | -$19K | – | 927 |
|
2021
Q1 | $19K | Buy |
+335
| New | +$19K | 0.01% | 687 |
|
2020
Q2 | – | Sell |
-1,849
| Closed | -$93K | – | 987 |
|
2020
Q1 | $93K | Buy |
+1,849
| New | +$93K | 0.02% | 628 |
|