Gradient Investments’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$259 | – | 1368 |
|
|
2023
Q4 | $259 | Buy |
+5
| New | +$259 | ﹤0.01% | 1677 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | -$1K | – | 1204 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1065 |
|
|
2021
Q2 | – | Sell |
-143
| Closed | -$8K | – | 1168 |
|
|
2021
Q1 | $8K | Buy |
+143
| New | +$8K | ﹤0.01% | 800 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$5K | – | 1116 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 810 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 791 |
|
|
2019
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 762 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$5K | – | 893 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 763 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 741 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 740 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 687 |
|