High Net Worth Advisory Group’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,996
| Closed | -$121K | – | 272 |
|
|
2022
Q4 | $121K | Hold |
1,996
| – | – | 0.05% | 231 |
|
|
2022
Q3 | $105K | Hold |
1,996
| – | – | 0.04% | 236 |
|
|
2022
Q2 | $111K | Hold |
1,996
| – | – | 0.05% | 229 |
|
|
2022
Q1 | $118K | Sell |
1,996
-200
| -9% | -$11.8K | 0.04% | 231 |
|
|
2021
Q4 | $158K | Buy |
+2,196
| New | +$158K | 0.06% | 207 |
|