Hantz Financial Services’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 | $10K | Buy |
225
+126
| +127% | +$5.6K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $5K | Buy |
99
+47
| +90% | +$2.37K | ﹤0.01% | 1141 |
|
|
2024
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 982 |
|
|
2024
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 918 |
|
|
2024
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 909 |
|
|
2024
Q1 | $2K | Sell |
52
-16
| -24% | -$615 | ﹤0.01% | 1050 |
|
|
2023
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 932 |
|
|
2023
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 969 |
|
|
2023
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 914 |
|
|
2023
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 916 |
|
|
2022
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 888 |
|
|
2022
Q3 | $4K | Sell |
68
-27
| -28% | -$1.59K | ﹤0.01% | 875 |
|
|
2022
Q2 | $5K | Sell |
95
-18
| -16% | -$947 | ﹤0.01% | 839 |
|
|
2022
Q1 | $7K | Hold |
113
| – | – | ﹤0.01% | 835 |
|
|
2021
Q4 | $8K | Sell |
113
-75
| -40% | -$5.31K | ﹤0.01% | 715 |
|
|
2021
Q3 | $11K | Hold |
188
| – | – | ﹤0.01% | 685 |
|
|
2021
Q2 | $10K | Sell |
188
-6,369
| -97% | -$339K | ﹤0.01% | 688 |
|
|
2021
Q1 | $369K | Buy |
6,557
+520
| +9% | +$29.3K | 0.02% | 396 |
|
|
2020
Q4 | $326K | Buy |
6,037
+242
| +4% | +$13.1K | 0.01% | 366 |
|
|
2020
Q3 | $252K | Buy |
5,795
+438
| +8% | +$19K | 0.01% | 356 |
|
|
2020
Q2 | $256K | Buy |
5,357
+3,890
| +265% | +$186K | 0.01% | 343 |
|
|
2020
Q1 | $74K | Buy |
+1,467
| New | +$74K | 0.01% | 411 |
|