Genovese Burford & Brothers Wealth & Retirement Plan Management’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 |
-2,002
| Closed | -$78K | – | 151 |
|
|
2018
Q2 | $78K | Hold |
2,002
| – | – | 0.03% | 133 |
|
|
2018
Q1 | $75K | Buy |
+2,002
| New | +$75K | 0.03% | 136 |
|
|
2017
Q4 | – | Sell |
-2,002
| Closed | -$76K | – | 293 |
|
|
2017
Q3 | $76K | Hold |
2,002
| – | – | 0.03% | 113 |
|
|
2017
Q2 | $73K | Hold |
2,002
| – | – | 0.03% | 120 |
|
|
2017
Q1 | $72K | Hold |
2,002
| – | – | 0.03% | 120 |
|
|
2016
Q4 | $68K | Hold |
2,002
| – | – | 0.02% | 142 |
|
|
2016
Q3 | $64K | Hold |
2,002
| – | – | 0.03% | 138 |
|
|
2016
Q2 | $69K | Hold |
2,002
| – | – | 0.03% | 122 |
|
|
2016
Q1 | $53K | Buy |
2,002
+866
| +76% | +$22.9K | 0.03% | 129 |
|
|
2015
Q4 | $26K | Buy |
+1,136
| New | +$26K | 0.01% | 174 |
|