Jupiter Asset Management’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
93,546
-19,135
| -17% | -$870K | 0.04% | 290 |
|
|
2025
Q1 | $5.46M | Buy |
+112,681
| New | +$5.46M | 0.05% | 271 |
|
|
2024
Q4 | – | Sell |
-5,838
| Closed | -$317K | – | 403 |
|
|
2024
Q3 | $317K | Buy |
+5,838
| New | +$317K | ﹤0.01% | 386 |
|
|
2022
Q1 | – | Sell |
-3,515
| Closed | -$251K | – | 534 |
|
|
2021
Q4 | $251K | Buy |
+3,515
| New | +$251K | ﹤0.01% | 525 |
|