Magnus Financial Group’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,155
| Closed | -$294K | – | 382 |
|
|
2020
Q2 | $294K | Buy |
6,155
+688
| +13% | +$32.9K | 0.03% | 362 |
|
|
2020
Q1 | $275K | Buy |
5,467
+788
| +17% | +$39.6K | 0.04% | 310 |
|
|
2019
Q4 | $241K | Hold |
4,679
| – | – | 0.03% | 401 |
|
|
2019
Q3 | $248K | Hold |
4,679
| – | – | 0.05% | 346 |
|
|
2019
Q2 | $237K | Hold |
4,679
| – | – | 0.05% | 368 |
|
|
2019
Q1 | $254K | Hold |
4,679
| – | – | 0.05% | 317 |
|
|
2018
Q4 | $223K | Buy |
+4,679
| New | +$223K | 0.06% | 311 |
|