Lindbrook Capital’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 | $388 | Sell |
8
-33
| -80% | -$1.6K | ﹤0.01% | 2662 |
|
|
2024
Q4 | $1.86K | Sell |
41
-3
| -7% | -$136 | ﹤0.01% | 2323 |
|
|
2024
Q3 | $2.39K | Hold |
44
| – | – | ﹤0.01% | 2288 |
|
|
2024
Q2 | $2.13K | Sell |
44
-57
| -56% | -$2.77K | ﹤0.01% | 2326 |
|
|
2024
Q1 | $4.69K | Sell |
101
-58
| -36% | -$2.7K | ﹤0.01% | 1920 |
|
|
2023
Q4 | $8.25K | Buy |
159
+123
| +342% | +$6.38K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $1.7K | Sell |
36
-144
| -80% | -$6.81K | ﹤0.01% | 2177 |
|
|
2023
Q2 | $9.29K | Sell |
180
-8
| -4% | -$413 | ﹤0.01% | 1506 |
|
|
2023
Q1 | $10.9K | Sell |
188
-43
| -19% | -$2.5K | ﹤0.01% | 1401 |
|
|
2022
Q4 | $14K | Buy |
231
+148
| +178% | +$8.98K | ﹤0.01% | 1258 |
|
|
2022
Q3 | $4K | Buy |
83
+18
| +28% | +$867 | ﹤0.01% | 1744 |
|
|
2022
Q2 | $4K | Buy |
65
+18
| +38% | +$1.11K | ﹤0.01% | 1628 |
|
|
2022
Q1 | $3K | Sell |
47
-19
| -29% | -$1.21K | ﹤0.01% | 1803 |
|
|
2021
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 1497 |
|
|
2021
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q2 | $4K | Sell |
66
-9
| -12% | -$545 | ﹤0.01% | 1351 |
|
|
2021
Q1 | $4K | Buy |
75
+9
| +14% | +$480 | ﹤0.01% | 1310 |
|
|
2020
Q4 | $4K | Sell |
66
-22
| -25% | -$1.33K | ﹤0.01% | 1240 |
|
|
2020
Q3 | $4K | Buy |
88
+43
| +96% | +$1.96K | ﹤0.01% | 1162 |
|
|
2020
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1371 |
|