Principal Securities’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 | $7.19K | Buy |
158
+43
| +37% | +$1.96K | ﹤0.01% | 2757 |
|
|
2025
Q1 | $5.21K | Hold |
115
| – | – | ﹤0.01% | 2759 |
|
|
2024
Q4 | $5.21K | Buy |
115
+12
| +12% | +$544 | ﹤0.01% | 2756 |
|
|
2024
Q3 | $5.59K | Buy |
103
+66
| +178% | +$3.58K | ﹤0.01% | 2640 |
|
|
2024
Q2 | $1.79K | Sell |
37
-11
| -23% | -$533 | ﹤0.01% | 2941 |
|
|
2024
Q1 | $2.23K | Sell |
48
-9
| -16% | -$418 | ﹤0.01% | 2849 |
|
|
2023
Q4 | $2.96K | Buy |
+57
| New | +$2.96K | ﹤0.01% | 2708 |
|