Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.5K | Hold |
|
|||||
|
2025
Q1 | $80.5K | Hold |
|
|||||
|
2024
Q4 | $75.3K | Hold |
|
|||||
|
2024
Q3 | $90.1K | Hold |
|
|||||
|
2024
Q2 | $80.5K | Hold |
|
|||||
|
2024
Q1 | $77.2K | Hold |
|
|||||
|
2023
Q4 | $86.1K | Hold |
|
|||||
|
2023
Q3 | $78.6K | Hold |
|
|||||
|
2023
Q2 | $85.8K | Hold |
|
|||||
|
2023
Q1 | $96.7K | Hold |
|
|||||
|
2022
Q4 | $101K | Hold |
|
|||||
|
2022
Q3 | $88K | Hold |
|
|||||
|
2022
Q2 | $92K | Hold |
|
|||||
|
2022
Q1 | $98K | Hold |
|
|||||
|
2021
Q4 | $119K | Hold |
|
|||||
|
2021
Q3 | $98K | Hold |
|
|||||
|
2021
Q2 | $92K | Hold |
|
|||||
|
2021
Q1 | $94K | Hold |
|
|||||
|
2020
Q4 | $90K | Hold |
|
|||||
|
2020
Q3 | $72K | Hold |
|
|||||
|
2020
Q2 | $79K | Hold |
|
|||||
|
2020
Q1 | $84K | Buy |
|
|||||
|
2019
Q4 | $85K | Buy |
|
|||||
|
2019
Q3 | $87K | Buy |
|
|||||
|
2019
Q2 | $83K | Buy |
|
|||||
|
2019
Q1 | $89K | Buy |
|
|||||
|
2018
Q4 | $78K | Buy |
|
|||||
|
2018
Q3 | $70K | Buy |
|
|||||
|
2018
Q2 | $63K | Buy |
|
|||||
|
2018
Q1 | $60K | Buy |
|
|||||
|
2017
Q4 | $73K | Buy |
|