Jones Financial Companies’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 | $50K | Buy |
1,099
+390
| +55% | +$17.7K | ﹤0.01% | 2225 |
|
|
2025
Q1 | $34.2K | Buy |
709
+167
| +31% | +$8.05K | ﹤0.01% | 2206 |
|
|
2024
Q4 | $24.5K | Buy |
542
+1
| +0.2% | +$45 | ﹤0.01% | 2163 |
|
|
2024
Q3 | $28.9K | Buy |
+541
| New | +$28.9K | ﹤0.01% | 1828 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 792 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 675 |
|