Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-370
| Closed | -$8K | – | 390 |
|
|
2015
Q3 | $8K | Hold |
370
| – | – | ﹤0.01% | 733 |
|
|
2015
Q2 | $8K | Hold |
370
| – | – | ﹤0.01% | 685 |
|
|
2015
Q1 | $9K | Buy |
+370
| New | +$9K | ﹤0.01% | 705 |
|
|
2014
Q4 | – | Sell |
-760
| Closed | -$17K | – | 930 |
|
|
2014
Q3 | $17K | Hold |
760
| – | – | 0.01% | 584 |
|
|
2014
Q2 | $18K | Buy |
760
+150
| +25% | +$3.55K | 0.01% | 567 |
|
|
2014
Q1 | $15K | Sell |
610
-150
| -20% | -$3.69K | 0.01% | 570 |
|
|
2013
Q4 | $18K | Hold |
760
| – | – | 0.01% | 476 |
|
|
2013
Q3 | $15K | Hold |
760
| – | – | 0.01% | 521 |
|
|
2013
Q2 | $15K | Buy |
+760
| New | +$15K | 0.01% | 508 |
|