Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Buy |
236
+2
| +0.9% | +$91 | ﹤0.01% | 957 |
|
|
2025
Q1 | $11.4K | Sell |
234
-123
| -34% | -$5.97K | 0.01% | 887 |
|
|
2024
Q4 | $16.2K | Buy |
357
+2
| +0.6% | +$91 | 0.01% | 785 |
|
|
2024
Q3 | $19.2K | Buy |
355
+2
| +0.6% | +$108 | 0.01% | 716 |
|
|
2024
Q2 | $17.1K | Buy |
353
+2
| +0.6% | +$97 | 0.01% | 730 |
|
|
2024
Q1 | $16.3K | Buy |
+351
| New | +$16.3K | 0.01% | 802 |
|