Rational Advisors’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-130
| Closed | -$6.71K | – | 225 |
|
|
2023
Q3 | $6.71K | Hold |
130
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $6.71K | Hold |
130
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $7.57K | Hold |
130
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $7.88K | Hold |
130
| – | – | ﹤0.01% | 202 |
|
|
2022
Q3 | $7K | Buy |
130
+1
| +0.8% | +$54 | ﹤0.01% | 209 |
|
|
2022
Q2 | $7K | Buy |
129
+3
| +2% | +$163 | ﹤0.01% | 205 |
|
|
2022
Q1 | $7K | Buy |
+126
| New | +$7K | ﹤0.01% | 233 |
|
|
2019
Q1 | – | Sell |
-2,936
| Closed | -$140K | – | 538 |
|
|
2018
Q4 | $140K | Buy |
+2,936
| New | +$140K | 0.04% | 210 |
|