Liberty Wealth Management’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-117
| Closed | -$7K | – | 370 |
|
|
2021
Q3 | $7K | Hold |
117
| – | – | ﹤0.01% | 886 |
|
|
2021
Q2 | $6K | Hold |
117
| – | – | ﹤0.01% | 751 |
|
|
2021
Q1 | $6K | Hold |
117
| – | – | ﹤0.01% | 672 |
|
|
2020
Q4 | $6K | Hold |
117
| – | – | ﹤0.01% | 667 |
|
|
2020
Q3 | $5K | Hold |
117
| – | – | ﹤0.01% | 615 |
|
|
2020
Q2 | $6K | Hold |
117
| – | – | ﹤0.01% | 570 |
|
|
2020
Q1 | $6K | Hold |
117
| – | – | 0.01% | 534 |
|
|
2019
Q4 | $6K | Hold |
117
| – | – | ﹤0.01% | 636 |
|
|
2019
Q3 | $6K | Hold |
117
| – | – | 0.01% | 604 |
|
|
2019
Q2 | $6K | Hold |
117
| – | – | 0.01% | 618 |
|
|
2019
Q1 | $6K | Hold |
117
| – | – | ﹤0.01% | 506 |
|
|
2018
Q4 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 541 |
|