Schubert & Co’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$990 | – | 413 |
|
|
2023
Q1 | $990 | Sell |
17
-3
| -15% | -$175 | ﹤0.01% | 1199 |
|
|
2022
Q4 | $1.21K | Sell |
20
-1
| -5% | -$61 | ﹤0.01% | 1098 |
|
|
2022
Q3 | $1K | Buy |
21
+8
| +62% | +$381 | ﹤0.01% | 1064 |
|
|
2022
Q2 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 1054 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1063 |
|