Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $613K | Sell |
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|
2021
Q4 | $602K | Sell |
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|
2021
Q3 | $496K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $370K | Buy |
|