Shell Asset Management’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 | $57K | Sell |
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|
2025
Q1 | $67K | Sell |
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|
2024
Q4 | $66K | Hold |
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|
2024
Q3 | $79K | Buy |
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|
2024
Q1 | $78K | Sell |
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|
2023
Q4 | $93K | Sell |
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|
2023
Q3 | $110K | Sell |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $140K | Sell |
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|
2022
Q3 | $154K | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $211K | Hold |
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|
2020
Q2 | $231K | Buy |
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