RPG Investment Advisory’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50
| Closed | -$3K | – | 140 |
|
|
2021
Q3 | $3K | Sell |
50
-10
| -17% | -$600 | ﹤0.01% | 300 |
|
|
2021
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 308 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 313 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 295 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 274 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 280 |
|
|
2020
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 229 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 232 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 229 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 229 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 242 |
|
|
2018
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 239 |
|
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 264 |
|
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 366 |
|
|
2017
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 388 |
|
|
2017
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 316 |
|