Inspire Investing’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,208
| Closed | -$262K | – | 561 |
|
|
2020
Q1 | $262K | Buy |
5,208
+1,263
| +32% | +$63.5K | 0.1% | 247 |
|
|
2019
Q4 | $203K | Sell |
3,945
-71
| -2% | -$3.65K | 0.07% | 277 |
|
|
2019
Q3 | $213K | Buy |
+4,016
| New | +$213K | 0.08% | 262 |
|
|
2018
Q1 | – | Sell |
-1,535
| Closed | -$70K | – | 319 |
|
|
2017
Q4 | $70K | Buy |
+1,535
| New | +$70K | 0.06% | 222 |
|