IFP Advisors’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 | $22.2K | Buy |
435
+82
| +23% | +$4.19K | ﹤0.01% | 2487 |
|
|
2025
Q1 | $17.1K | Sell |
353
-10
| -3% | -$485 | ﹤0.01% | 2359 |
|
|
2024
Q4 | $16.5K | Buy |
363
+10
| +3% | +$453 | ﹤0.01% | 2335 |
|
|
2024
Q3 | $19.1K | Buy |
353
+166
| +89% | +$9K | ﹤0.01% | 2164 |
|
|
2024
Q2 | $9.07K | Hold |
187
| – | – | ﹤0.01% | 2371 |
|
|
2024
Q1 | $8.69K | Hold |
187
| – | – | ﹤0.01% | 2285 |
|
|
2023
Q4 | $9.7K | Hold |
187
| – | – | ﹤0.01% | 2197 |
|
|
2023
Q3 | $8.85K | Hold |
187
| – | – | ﹤0.01% | 2299 |
|
|
2023
Q2 | $9.66K | Hold |
187
| – | – | ﹤0.01% | 2319 |
|
|
2023
Q1 | $7.48K | Sell |
187
-609
| -77% | -$24.4K | ﹤0.01% | 2410 |
|
|
2022
Q4 | $33K | Sell |
796
-82
| -9% | -$3.4K | ﹤0.01% | 2524 |
|
|
2022
Q3 | $50K | Hold |
878
| – | – | ﹤0.01% | 2369 |
|
|
2022
Q2 | $50K | Hold |
878
| – | – | ﹤0.01% | 2173 |
|
|
2022
Q1 | $50K | Buy |
878
+670
| +322% | +$38.2K | ﹤0.01% | 2173 |
|
|
2021
Q4 | $15K | Buy |
208
+9
| +5% | +$649 | ﹤0.01% | 2023 |
|
|
2021
Q3 | $13K | Buy |
199
+12
| +6% | +$784 | ﹤0.01% | 2108 |
|
|
2021
Q2 | $10K | Hold |
187
| – | – | ﹤0.01% | 2191 |
|
|
2021
Q1 | $10K | Hold |
187
| – | – | ﹤0.01% | 2123 |
|
|
2020
Q4 | $10K | Hold |
187
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q3 | $8K | Sell |
187
-480
| -72% | -$20.5K | ﹤0.01% | 1966 |
|
|
2020
Q2 | $31K | Buy |
667
+56
| +9% | +$2.6K | ﹤0.01% | 1411 |
|
|
2020
Q1 | $29K | Hold |
611
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q4 | $32K | Hold |
611
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q3 | $33K | Buy |
+611
| New | +$33K | ﹤0.01% | 1546 |
|
|
2019
Q1 | $19K | Sell |
358
-415
| -54% | -$22K | ﹤0.01% | 1368 |
|
|
2018
Q4 | $36K | Sell |
773
-157
| -17% | -$7.31K | ﹤0.01% | 1779 |
|
|
2018
Q3 | $40K | Hold |
930
| – | – | ﹤0.01% | 1995 |
|
|
2018
Q2 | $36K | Buy |
930
+37
| +4% | +$1.43K | ﹤0.01% | 2089 |
|
|
2018
Q1 | $40K | Hold |
893
| – | – | ﹤0.01% | 1944 |
|
|
2017
Q4 | $40K | Sell |
893
-2,064
| -70% | -$92.5K | ﹤0.01% | 1939 |
|
|
2017
Q3 | $113K | Buy |
2,957
+46
| +2% | +$1.76K | ﹤0.01% | 1474 |
|
|
2017
Q2 | $107K | Sell |
2,911
-2
| -0.1% | -$74 | ﹤0.01% | 1488 |
|
|
2017
Q1 | $104K | Buy |
2,913
+3
| +0.1% | +$107 | ﹤0.01% | 1465 |
|
|
2016
Q4 | $99K | Sell |
2,910
-554
| -16% | -$18.8K | ﹤0.01% | 1455 |
|
|
2016
Q3 | $111K | Buy |
3,464
+141
| +4% | +$4.52K | 0.01% | 1299 |
|
|
2016
Q2 | $116K | Buy |
3,323
+2,965
| +828% | +$104K | 0.01% | 1241 |
|
|
2016
Q1 | $19K | Sell |
358
-987
| -73% | -$52.4K | ﹤0.01% | 1368 |
|
|
2015
Q4 | $31K | Buy |
+1,345
| New | +$31K | ﹤0.01% | 1877 |
|