SeaCrest Wealth Management’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,309
| Closed | -$184K | – | 819 |
|
|
2022
Q2 | $184K | Buy |
+3,309
| New | +$184K | 0.02% | 634 |
|
|
2022
Q1 | – | Sell |
-3,348
| Closed | -$241K | – | 724 |
|
|
2021
Q4 | $241K | Buy |
+3,348
| New | +$241K | 0.03% | 585 |
|
|
2019
Q2 | – | Sell |
-3,150
| Closed | -$171K | – | 803 |
|
|
2019
Q1 | $171K | Buy |
3,150
+2
| +0.1% | +$109 | 0.03% | 522 |
|
|
2018
Q4 | $150K | Buy |
3,148
+2
| +0.1% | +$95 | 0.03% | 516 |
|
|
2018
Q3 | $135K | Buy |
3,146
+3
| +0.1% | +$129 | 0.02% | 645 |
|
|
2018
Q2 | $122K | Buy |
3,143
+303
| +11% | +$11.8K | 0.02% | 655 |
|
|
2018
Q1 | $106K | Buy |
2,840
+502
| +21% | +$18.7K | 0.02% | 683 |
|
|
2017
Q4 | $106K | Buy |
+2,338
| New | +$106K | 0.02% | 694 |
|