JFS Wealth Advisors’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
Q3 | $918 | Buy |
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|
2025
Q2 | $592 | Sell |
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|
2025
Q1 | $1.36K | Buy |
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|
2024
Q4 | $907 | Sell |
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|
2024
Q3 | $1.52K | Buy |
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|
2024
Q2 | $922 | Hold |
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|
2024
Q1 | $884 | Sell |
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|
2023
Q4 | $1.4K | Buy |
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|
2023
Q3 | $568 | Sell |
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|
2023
Q2 | $1.7K | Sell |
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|
2023
Q1 | $1.98K | Sell |
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|
2022
Q4 | $2.18K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Buy |
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