LIM
Loudon Investment Management’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,920
| Closed | -$701K | – | 81 |
|
|
2019
Q1 | $701K | Sell |
12,920
-2,200
| -15% | -$119K | 0.61% | 47 |
|
|
2018
Q4 | $721K | Hold |
15,120
| – | – | 0.68% | 45 |
|
|
2018
Q3 | $649K | Hold |
15,120
| – | – | 0.52% | 54 |
|
|
2018
Q2 | $592K | Hold |
15,120
| – | – | 0.47% | 55 |
|
|
2018
Q1 | $563K | Hold |
15,120
| – | – | 0.45% | 52 |
|
|
2017
Q4 | $686K | Hold |
15,120
| – | – | 0.52% | 47 |
|
|
2017
Q3 | $577K | Hold |
15,120
| – | – | 0.45% | 53 |
|
|
2017
Q2 | $556K | Hold |
15,120
| – | – | 0.42% | 55 |
|
|
2017
Q1 | $542K | Hold |
15,120
| – | – | 0.41% | 55 |
|
|
2016
Q4 | $513K | Hold |
15,120
| – | – | 0.4% | 51 |
|
|
2016
Q3 | $485K | Hold |
15,120
| – | – | 0.38% | 53 |
|
|
2016
Q2 | $528K | Hold |
15,120
| – | – | 0.42% | 50 |
|
|
2016
Q1 | $404K | Hold |
15,120
| – | – | 0.33% | 56 |
|
|
2015
Q4 | $352K | Hold |
15,120
| – | – | 0.28% | 59 |
|
|
2015
Q3 | $334K | Hold |
15,120
| – | – | 0.29% | 56 |
|
|
2015
Q2 | $345K | Hold |
15,120
| – | – | 0.26% | 60 |
|
|
2015
Q1 | $371K | Hold |
15,120
| – | – | 0.28% | 60 |
|
|
2014
Q4 | $372K | Hold |
15,120
| – | – | 0.28% | 62 |
|
|
2014
Q3 | $339K | Hold |
15,120
| – | – | 0.24% | 66 |
|
|
2014
Q2 | $366K | Hold |
15,120
| – | – | 0.25% | 69 |
|
|
2014
Q1 | $362K | Hold |
15,120
| – | – | 0.26% | 69 |
|
|
2013
Q4 | $349K | Buy |
+15,120
| New | +$349K | 0.26% | 67 |
|