Nisa Investment Advisors’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 | $656K | Buy |
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|
2025
Q2 | $627K | Buy |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $634K | Buy |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $676K | Hold |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $987K | Buy |
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|
2022
Q4 | $1M | Hold |
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|
2022
Q3 | $871K | Buy |
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $957K | Buy |
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|
2021
Q4 | $829K | Hold |
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|
2021
Q3 | $787 | Hold |
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|
2021
Q2 | $741 | Sell |
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|
2021
Q1 | $994 | Hold |
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|
2020
Q4 | $954K | Sell |
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|
2020
Q3 | $774K | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $870K | Buy |
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|
2019
Q3 | $701K | Hold |
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|
2019
Q2 | $671K | Hold |
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|
2019
Q1 | $719K | Hold |
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|
2018
Q4 | $631K | Hold |
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|
2018
Q3 | $568K | Hold |
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|
2018
Q2 | $516K | Hold |
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|
2018
Q1 | $494K | Hold |
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|
2017
Q4 | $601K | Hold |
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|
2017
Q3 | $505K | Hold |
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|
2017
Q2 | $488K | Hold |
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|
2017
Q1 | $475K | Sell |
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|
2016
Q4 | $471K | Hold |
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|
2016
Q3 | $446K | Hold |
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|
2016
Q2 | $486K | Hold |
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|
2016
Q1 | $371K | Hold |
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|
2015
Q4 | $323K | Hold |
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|
2015
Q3 | $307K | Hold |
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|
2015
Q2 | $318K | Hold |
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|
2015
Q1 | $341K | Buy |
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|
2014
Q4 | $320K | Hold |
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|
2014
Q3 | $292K | Hold |
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|
2014
Q2 | $315K | Hold |
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|
2014
Q1 | $311K | Hold |
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|
2013
Q4 | $300K | Hold |
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|
2013
Q3 | $264K | Hold |
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|
2013
Q2 | $254K | Buy |
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