Private Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $390K | Sell |
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|
2025
Q3 | $731K | Sell |
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|
2025
Q2 | $729K | Sell |
|
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|
2025
Q1 | $785K | Sell |
|
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|
2024
Q4 | $755K | Sell |
|
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.28M | Buy |
|
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.43M | Sell |
|
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $1.94K | Sell |
|
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10K | Buy |
|