Lido Advisors
CWT icon

Lido Advisors’s California Water Service CWT Stock Holding History

Lido Advisors’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,330
Closed -$258K – 1491
2024
Q2 		$258K Sell
5,330
-272
-5% -$13.2K ﹤0.01% 1188
2024
Q1 		$260K Sell
5,602
-1,682
-23% -$78.8K ﹤0.01% 1154
2023
Q4 		$378K Buy
+7,284
New +$366K ﹤0.01% 947
2023
Q1 		– Sell
-4,079
Closed -$247K – 1167
2022
Q4 		$247K Buy
+4,079
New +$245K ﹤0.01% 847

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