Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $295K | Sell |
|
|||||
|
2023
Q1 | $660K | Sell |
|
|||||
|
2022
Q4 | $693 | Sell |
|
|||||
|
2022
Q3 | $611K | Sell |
|
|||||
|
2022
Q2 | $1.07M | Sell |
|
|||||
|
2022
Q1 | $1.19M | Sell |
|
|||||
|
2021
Q4 | $1.47M | Sell |
|
|||||
|
2021
Q3 | $1.24M | Sell |
|
|||||
|
2021
Q2 | $1.2M | Sell |
|
|||||
|
2021
Q1 | $1.22M | Buy |
|
|||||
|
2020
Q4 | $1.14M | Sell |
|
|||||
|
2020
Q3 | $945K | Buy |
|
|||||
|
2020
Q2 | $991K | Buy |
|
|||||
|
2020
Q1 | $838K | Sell |
|
|||||
|
2019
Q4 | $1M | Buy |
|
|||||
|
2019
Q3 | $895K | Buy |
|
|||||
|
2019
Q2 | $754K | Buy |
|
|||||
|
2019
Q1 | $764K | Buy |
|
|||||
|
2018
Q4 | $448K | Buy |
|
|||||
|
2018
Q3 | $376K | Sell |
|
|||||
|
2018
Q2 | $975K | Sell |
|
|||||
|
2018
Q1 | $915K | Buy |
|
|||||
|
2017
Q4 | $985K | Buy |
|
|||||
|
2017
Q3 | $710K | Buy |
|
|||||
|
2017
Q2 | $563K | Buy |
|