Harvest Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-36
| Closed | -$2K | – | 190 |
|
|
2020
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 345 |
|
|
2020
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 330 |
|
|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 364 |
|
|
2020
Q1 | $1K | Sell |
36
-69
| -66% | -$1.92K | ﹤0.01% | 369 |
|
|
2019
Q4 | $5K | Hold |
105
| – | – | ﹤0.01% | 358 |
|
|
2019
Q3 | $6K | Hold |
105
| – | – | 0.01% | 347 |
|
|
2019
Q2 | $5K | Hold |
105
| – | – | 0.01% | 336 |
|
|
2019
Q1 | $6K | Buy |
+105
| New | +$6K | 0.01% | 340 |
|