Rothschild Investment LLC’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 | $125K | Buy |
2,749
+55
| +2% | +$2.5K | 0.01% | 595 |
|
|
2025
Q1 | $131K | Buy |
2,694
+55
| +2% | +$2.67K | 0.01% | 584 |
|
|
2024
Q4 | $120K | Sell |
2,639
-25
| -0.9% | -$1.13K | 0.01% | 598 |
|
|
2024
Q3 | $144K | Buy |
2,664
+40
| +2% | +$2.17K | 0.01% | 583 |
|
|
2024
Q2 | $127K | Buy |
2,624
+20
| +0.8% | +$970 | 0.01% | 582 |
|
|
2024
Q1 | $121K | Buy |
2,604
+5
| +0.2% | +$232 | 0.01% | 559 |
|
|
2023
Q4 | $135K | Buy |
+2,599
| New | +$135K | 0.01% | 481 |
|