LPL Financial’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $926K | Sell |
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|
2025
Q2 | $970K | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $976K | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $833K | Buy |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $758K | Sell |
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|
2022
Q4 | $856K | Buy |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $512K | Sell |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $408K | Buy |
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|
2020
Q3 | $284K | Buy |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $351K | Sell |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $405K | Sell |
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|
2019
Q1 | $663K | Buy |
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|
2018
Q4 | $319K | Buy |
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|
2018
Q3 | $233K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $338K | Buy |
|
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|
2017
Q4 | $407K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $317K | Sell |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $348K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $362K | Buy |
|