Global Retirement Partners’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.4K | Buy |
+1,658
| New | +$75.4K | ﹤0.01% | 1559 |
|
|
2024
Q4 | $118K | Sell |
2,593
-317
| -11% | -$14.4K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $158K | Hold |
2,910
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q2 | $141K | Hold |
2,910
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q1 | $135K | Buy |
2,910
+935
| +47% | +$43.5K | 0.01% | 949 |
|
|
2023
Q4 | $94.6K | Sell |
1,975
-251
| -11% | -$12K | ﹤0.01% | 1077 |
|
|
2023
Q3 | $105K | Buy |
2,226
+62
| +3% | +$2.91K | 0.01% | 914 |
|
|
2023
Q2 | $112K | Sell |
2,164
-5
| -0.2% | -$258 | 0.01% | 897 |
|
|
2023
Q1 | $121K | Buy |
2,169
+2,119
| +4,238% | +$119K | 0.01% | 843 |
|
|
2022
Q4 | $3.03K | Hold |
50
| – | – | ﹤0.01% | 2202 |
|
|
2022
Q3 | $3K | Buy |
50
+11
| +28% | +$660 | ﹤0.01% | 2080 |
|
|
2022
Q2 | $2K | Buy |
39
+22
| +129% | +$1.13K | ﹤0.01% | 2175 |
|
|
2022
Q1 | $1K | Sell |
17
-5
| -23% | -$294 | ﹤0.01% | 2352 |
|
|
2021
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 216 |
|