Rothschild Investment LLC’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
2025
Q1
$131K Buy
2024
Q4
$120K Sell
2024
Q3
$144K Buy
2024
Q2
$127K Buy
2024
Q1
$121K Buy
2023
Q4
$135K Buy