Patriot Financial Group Insurance Agency’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 734 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2042 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2079 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2164 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2161 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1871 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q2 | $0 | Sell |
1
-129
| -99% | – | ﹤0.01% | 1680 |
|
|
2020
Q1 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 962 |
|
|
2018
Q2 | – | Sell |
-65
| Closed | -$2K | – | 656 |
|
|
2018
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 860 |
|
|
2017
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 807 |
|
|
2017
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 770 |
|
|
2017
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 825 |
|