Kelly Lawrence W & Associates’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 | $45.9K | Hold |
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|
2025
Q2 | $45.5K | Hold |
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|
2025
Q1 | $48.5K | Hold |
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|
2024
Q4 | $45.3K | Hold |
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|
2024
Q3 | $54.2K | Hold |
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|
2024
Q2 | $48.5K | Hold |
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|
2024
Q1 | $46.5K | Hold |
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|
2023
Q4 | $51.9K | Hold |
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|
2023
Q3 | $47.3K | Hold |
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|
2023
Q2 | $51.9K | Hold |
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|
2023
Q1 | $58.2K | Hold |
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|
2022
Q4 | $60.6K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $119K | Hold |
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|
2020
Q1 | $126K | Sell |
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|
2019
Q4 | $155K | Hold |
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|
2019
Q3 | $159K | Hold |
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|
2019
Q2 | $152K | Hold |
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|
2019
Q1 | $163K | Hold |
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|
2018
Q4 | $143K | Hold |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $117K | Hold |
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|
2018
Q1 | $112K | Hold |
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|
2017
Q4 | $136K | Hold |
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|
2017
Q3 | $114K | Hold |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $108K | Hold |
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|
2016
Q4 | $102K | Hold |
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|
2016
Q3 | $96K | Hold |
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|
2016
Q2 | $105K | Hold |
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|
2016
Q1 | $80K | Hold |
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|
2015
Q4 | $70K | Buy |
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