JOYN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-107
| Closed | -$5K | – | 412 |
|
|
2018
Q4 | $5K | Buy |
107
+19
| +22% | +$888 | ﹤0.01% | 1229 |
|
|
2018
Q3 | $4K | Buy |
88
+18
| +26% | +$818 | ﹤0.01% | 1239 |
|
|
2018
Q2 | $3K | Buy |
70
+55
| +367% | +$2.36K | ﹤0.01% | 1286 |
|
|
2018
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1165 |
|