JFS Wealth Advisors’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
Q2 | $592 | Sell |
13
-15
| -54% | -$683 | ﹤0.01% | 1664 |
|
|
2025
Q1 | $1.36K | Buy |
28
+8
| +40% | +$388 | ﹤0.01% | 1590 |
|
|
2024
Q4 | $907 | Sell |
20
-8
| -29% | -$363 | ﹤0.01% | 1688 |
|
|
2024
Q3 | $1.52K | Buy |
28
+9
| +47% | +$488 | ﹤0.01% | 1589 |
|
|
2024
Q2 | $922 | Hold |
19
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q1 | $884 | Sell |
19
-8
| -30% | -$372 | ﹤0.01% | 1684 |
|
|
2023
Q4 | $1.4K | Buy |
27
+15
| +125% | +$778 | ﹤0.01% | 1554 |
|
|
2023
Q3 | $568 | Sell |
12
-21
| -64% | -$994 | ﹤0.01% | 1723 |
|
|
2023
Q2 | $1.7K | Sell |
33
-1
| -3% | -$52 | ﹤0.01% | 1439 |
|
|
2023
Q1 | $1.98K | Sell |
34
-2
| -6% | -$116 | ﹤0.01% | 1370 |
|
|
2022
Q4 | $2.18K | Buy |
36
+3
| +9% | +$182 | ﹤0.01% | 1342 |
|
|
2022
Q3 | $2K | Sell |
33
-4
| -11% | -$242 | ﹤0.01% | 1303 |
|
|
2022
Q2 | $2K | Buy |
37
+23
| +164% | +$1.24K | ﹤0.01% | 1300 |
|
|
2022
Q1 | $1K | Buy |
14
+4
| +40% | +$286 | ﹤0.01% | 1617 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1318 |
|