IFM Investors’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
Q2 | – | Sell |
-4,268
| Closed | -$207K | – | 630 |
|
|
2025
Q1 | $207K | Sell |
4,268
-3,619
| -46% | -$175K | ﹤0.01% | 645 |
|
|
2024
Q4 | $358K | Buy |
7,887
+248
| +3% | +$11.2K | ﹤0.01% | 641 |
|
|
2024
Q3 | $414K | Sell |
7,639
-367
| -5% | -$19.9K | ﹤0.01% | 640 |
|
|
2024
Q2 | $388K | Hold |
8,006
| – | – | ﹤0.01% | 643 |
|
|
2024
Q1 | $372K | Buy |
+8,006
| New | +$372K | ﹤0.01% | 611 |
|
|
2023
Q4 | – | Sell |
-7,700
| Closed | -$364K | – | 587 |
|
|
2023
Q3 | $364K | Buy |
7,700
+817
| +12% | +$38.7K | ﹤0.01% | 623 |
|
|
2023
Q2 | $355K | Buy |
+6,883
| New | +$355K | ﹤0.01% | 624 |
|
|
2022
Q4 | – | Sell |
-6,444
| Closed | -$340K | – | 630 |
|
|
2022
Q3 | $340K | Buy |
6,444
+104
| +2% | +$5.49K | 0.01% | 622 |
|
|
2022
Q2 | $352K | Sell |
6,340
-593
| -9% | -$32.9K | 0.01% | 624 |
|
|
2022
Q1 | $411K | Buy |
+6,933
| New | +$411K | 0.01% | 624 |
|