Global Retirement Partners’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $76.1K | Hold |
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|
2025
Q2 | $75.4K | Buy |
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|
2024
Q4 | $118K | Sell |
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|
2024
Q3 | $158K | Hold |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $135K | Buy |
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|
2023
Q4 | $94.6K | Sell |
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|
2023
Q3 | $105K | Buy |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $121K | Buy |
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|
2022
Q4 | $3.03K | Hold |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $2K | Buy |
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