Jacobi Capital Management’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 | $257K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $408K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $384K | Buy |
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|
2021
Q4 | $465K | Sell |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $390K | Sell |
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|
2020
Q3 | $362K | Buy |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $434K | Sell |
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|
2019
Q3 | $452K | Sell |
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|
2019
Q2 | $455K | Buy |
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|
2019
Q1 | $14K | Buy |
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