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Proficio Capital Partners’s California Water Service CWT Stock Holding History

Proficio Capital Partners’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-129
Closed -$7K – 477
2019
Q2 		$7K Sell
129
-53
-29% -$2.66K ﹤0.01% 1070
2019
Q1 		$10K Buy
+182
New +$9.16K ﹤0.01% 868

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PAMU
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Northern Trust
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Bank of New York Mellon
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Proficio Capital Partners's CWT Position: Q3 2019 in Review

Proficio Capital Partners sold out of California Water Service (CWT) in Q3 2019, closing a stake of 129 shares — an estimated $7K sold.

Proficio Capital Partners first reported a position in CWT in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 265 funds tracked by Wall St. Rank hold CWT as of Q3 2019.

  • Proficio Capital Partners reported no remaining California Water Service position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 129 California Water Service shares in Q3 2019, an estimated $7K.
  • Proficio Capital Partners first reported a position in California Water Service in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's California Water Service position peaked at $10K in Q1 2019.
  • 265 funds tracked by Wall St. Rank held California Water Service as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.