Hillsdale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-130
| Closed | -$5.89K | – | 618 |
|
|
2024
Q4 | $5.89K | Buy |
130
+20
| +18% | +$907 | ﹤0.01% | 560 |
|
|
2024
Q3 | $5.96K | Buy |
+110
| New | +$5.96K | ﹤0.01% | 567 |
|
|
2020
Q3 | – | Sell |
-16,300
| Closed | -$778K | – | 594 |
|
|
2020
Q2 | $778K | Buy |
16,300
+3,000
| +23% | +$143K | 0.07% | 230 |
|
|
2020
Q1 | $669K | Sell |
13,300
-1,500
| -10% | -$75.5K | 0.08% | 224 |
|
|
2019
Q4 | $763K | Hold |
14,800
| – | – | 0.07% | 280 |
|
|
2019
Q3 | $783K | Sell |
14,800
-500
| -3% | -$26.5K | 0.07% | 257 |
|
|
2019
Q2 | $775K | Buy |
15,300
+2,700
| +21% | +$137K | 0.08% | 247 |
|
|
2019
Q1 | $684K | Buy |
+12,600
| New | +$684K | 0.06% | 187 |
|