Kingswood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
6,325
-600
| -9% | -$27.3K | 0.02% | 585 |
|
|
2025
Q1 | $336K | Hold |
6,925
| – | – | 0.03% | 505 |
|
|
2024
Q4 | $314K | Buy |
+6,925
| New | +$314K | 0.02% | 591 |
|
|
2024
Q3 | – | Sell |
-6,925
| Closed | -$336K | – | 686 |
|
|
2024
Q2 | $336K | Buy |
6,925
+1,000
| +17% | +$48.5K | 0.03% | 488 |
|
|
2024
Q1 | $275K | Sell |
5,925
-1,000
| -14% | -$46.5K | 0.03% | 506 |
|
|
2023
Q4 | $359K | Buy |
+6,925
| New | +$359K | 0.04% | 421 |
|