LGT Financial 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
Q1 | – | Sell |
-97
| Closed | -$4.4K | – | 406 |
|
|
2024
Q4 | $4.4K | Sell |
97
-48
| -33% | -$2.18K | 0.01% | 571 |
|
|
2024
Q3 | $7.86K | Hold |
145
| – | – | 0.02% | 456 |
|
|
2024
Q2 | $7.03K | Hold |
145
| – | – | 0.01% | 542 |
|
|
2024
Q1 | $6.74K | Hold |
145
| – | – | 0.01% | 561 |
|
|
2023
Q4 | $7.52K | Sell |
145
-198
| -58% | -$10.3K | 0.01% | 548 |
|
|
2023
Q3 | $16.2K | Buy |
+343
| New | +$16.2K | 0.02% | 390 |
|