Phoenix Financial’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,974
| Closed | -$216K | – | 364 |
|
|
2024
Q3 | $216K | Sell |
3,974
-484
| -11% | -$26.3K | ﹤0.01% | 333 |
|
|
2024
Q2 | $215K | Buy |
4,458
+73
| +2% | +$3.53K | ﹤0.01% | 315 |
|
|
2024
Q1 | $203K | Buy |
+4,385
| New | +$203K | ﹤0.01% | 382 |
|
|
2022
Q2 | – | Sell |
-3,898
| Closed | -$232K | – | 374 |
|
|
2022
Q1 | $232K | Sell |
3,898
-573
| -13% | -$34.1K | ﹤0.01% | 358 |
|
|
2021
Q4 | $318K | Sell |
4,471
-316
| -7% | -$22.5K | 0.01% | 317 |
|
|
2021
Q3 | $284K | Buy |
+4,787
| New | +$284K | ﹤0.01% | 360 |
|