Humankind Investments’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,312
| Closed | -$200K | – | 149 |
|
|
2024
Q1 | $200K | Buy |
+4,312
| New | +$200K | 0.05% | 136 |
|
|
2023
Q2 | – | Sell |
-3,922
| Closed | -$228K | – | 132 |
|
|
2023
Q1 | $228K | Buy |
3,922
+189
| +5% | +$11K | 0.09% | 103 |
|
|
2022
Q4 | $226K | Sell |
3,733
-64
| -2% | -$3.88K | 0.1% | 105 |
|
|
2022
Q3 | $200K | Buy |
3,797
+140
| +4% | +$7.37K | 0.1% | 104 |
|
|
2022
Q2 | $203K | Sell |
3,657
-2,315
| -39% | -$129K | 0.1% | 101 |
|
|
2022
Q1 | $354K | Buy |
5,972
+908
| +18% | +$53.8K | 0.14% | 81 |
|
|
2021
Q4 | $364K | Buy |
5,064
+321
| +7% | +$23.1K | 0.46% | 65 |
|
|
2021
Q3 | $280K | Buy |
+4,743
| New | +$280K | 0.43% | 75 |
|