InceptionR’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 |
-8,087
| Closed | -$367K | – | 606 |
|
|
2024
Q4 | $367K | Sell |
8,087
-4,013
| -33% | -$182K | 0.08% | 400 |
|
|
2024
Q3 | $656K | Buy |
+12,100
| New | +$656K | 0.16% | 248 |
|
|
2024
Q2 | – | Sell |
-12,693
| Closed | -$590K | – | 641 |
|
|
2024
Q1 | $590K | Buy |
+12,693
| New | +$590K | 0.15% | 268 |
|