Lido 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,330
| Closed | -$258K | – | 1279 |
|
|
2024
Q2 | $258K | Sell |
5,330
-272
| -5% | -$13.2K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $260K | Sell |
5,602
-1,682
| -23% | -$78.2K | ﹤0.01% | 1046 |
|
|
2023
Q4 | $378K | Buy |
+7,284
| New | +$378K | ﹤0.01% | 853 |
|
|
2023
Q1 | – | Sell |
-4,079
| Closed | -$247K | – | 995 |
|
|
2022
Q4 | $247K | Buy |
+4,079
| New | +$247K | ﹤0.01% | 757 |
|