Mercer Global Advisors’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
Q2 | $2.15M | Buy |
47,249
+593
| +1% | +$27K | ﹤0.01% | 828 |
|
|
2025
Q1 | $2.26M | Buy |
46,656
+624
| +1% | +$30.2K | 0.01% | 796 |
|
|
2024
Q4 | $2.09M | Sell |
46,032
-4,991
| -10% | -$226K | 0.01% | 811 |
|
|
2024
Q3 | $2.74M | Sell |
51,023
-3,295
| -6% | -$177K | 0.01% | 669 |
|
|
2024
Q2 | $2.63M | Buy |
54,318
+699
| +1% | +$33.9K | 0.01% | 643 |
|
|
2024
Q1 | $2.49M | Buy |
53,619
+1,436
| +3% | +$66.7K | 0.01% | 666 |
|
|
2023
Q4 | $2.71M | Sell |
52,183
-104
| -0.2% | -$5.4K | 0.01% | 640 |
|
|
2023
Q3 | $2.47M | Buy |
52,287
+689
| +1% | +$32.6K | 0.01% | 635 |
|
|
2023
Q2 | $2.66M | Buy |
51,598
+803
| +2% | +$41.5K | 0.01% | 639 |
|
|
2023
Q1 | $2.96M | Buy |
50,795
+697
| +1% | +$40.6K | 0.01% | 574 |
|
|
2022
Q4 | $3.04M | Buy |
50,098
+4,755
| +10% | +$288K | 0.02% | 565 |
|
|
2022
Q3 | $2.39M | Buy |
45,343
+77
| +0.2% | +$4.06K | 0.01% | 587 |
|
|
2022
Q2 | $2.52M | Sell |
45,266
-1,472
| -3% | -$81.8K | 0.02% | 554 |
|
|
2022
Q1 | $2.77M | Sell |
46,738
-2,074
| -4% | -$123K | 0.02% | 552 |
|
|
2021
Q4 | $3.51M | Buy |
48,812
+3,683
| +8% | +$265K | 0.02% | 461 |
|
|
2021
Q3 | $2.66M | Sell |
45,129
-2
| -0% | -$118 | 0.02% | 515 |
|
|
2021
Q2 | $2.51M | Buy |
45,131
+58
| +0.1% | +$3.22K | 0.02% | 503 |
|
|
2021
Q1 | $2.54M | Buy |
+45,073
| New | +$2.54M | 0.02% | 455 |
|