PFG Investments’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 | $299K | Buy |
6,566
+3
| +0% | +$136 | 0.02% | 740 |
|
|
2025
Q1 | $318K | Sell |
6,563
-97
| -1% | -$4.7K | 0.02% | 677 |
|
|
2024
Q4 | $302K | Sell |
6,660
-498
| -7% | -$22.6K | 0.02% | 706 |
|
|
2024
Q3 | $388K | Sell |
7,158
-258
| -3% | -$14K | 0.03% | 589 |
|
|
2024
Q2 | $360K | Sell |
7,416
-98
| -1% | -$4.75K | 0.03% | 574 |
|
|
2024
Q1 | $349K | Buy |
7,514
+1,033
| +16% | +$48K | 0.02% | 677 |
|
|
2023
Q4 | $336K | Buy |
6,481
+2
| +0% | +$104 | 0.06% | 326 |
|
|
2023
Q3 | $307K | Buy |
6,479
+2
| +0% | +$95 | 0.06% | 345 |
|
|
2023
Q2 | $334K | Buy |
6,477
+2
| +0% | +$103 | 0.06% | 346 |
|
|
2023
Q1 | $377K | Buy |
+6,475
| New | +$377K | 0.08% | 293 |
|