HoyleCohen’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.05M | Hold |
|
|||||
|
2024
Q1 | $1M | Hold |
|
|||||
|
2023
Q4 | $1.12M | Sell |
|
|||||
|
2023
Q3 | $1.03M | Buy |
|
|||||
|
2023
Q2 | $1.11M | Hold |
|
|||||
|
2023
Q1 | $1.26M | Sell |
|
|||||
|
2022
Q4 | $1.33M | Buy |
|
|||||
|
2022
Q3 | $1.14M | Hold |
|
|||||
|
2022
Q2 | $1.2M | Hold |
|
|||||
|
2022
Q1 | $1.28M | Hold |
|
|||||
|
2021
Q4 | $1.55M | Hold |
|
|||||
|
2021
Q3 | $1.27M | Hold |
|
|||||
|
2021
Q2 | $1.2K | Sell |
|
|||||
|
2021
Q1 | $1.22M | Buy |
|
|||||
|
2020
Q4 | $1.17M | Hold |
|
|||||
|
2020
Q3 | $938K | Hold |
|
|||||
|
2020
Q2 | $1.03M | Sell |
|
|||||
|
2020
Q1 | $1.1M | Hold |
|
|||||
|
2019
Q4 | $1.13M | Hold |
|
|||||
|
2019
Q3 | $1.16M | Hold |
|
|||||
|
2019
Q2 | $1.11M | Hold |
|
|||||
|
2019
Q1 | $1.19M | Buy |
|
|||||
|
2018
Q4 | $1.03M | Hold |
|
|||||
|
2018
Q3 | $926K | Hold |
|
|||||
|
2018
Q2 | $841K | Hold |
|
|||||
|
2018
Q1 | $804K | Hold |
|
|||||
|
2017
Q4 | $979K | Buy |
|