SJS Investment Consulting’s California Water Service CWT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $182 | Sell |
4
-3
| -43% | -$137 | ﹤0.01% | 1392 |
|
2025
Q1 | $340 | Sell |
7
-1
| -13% | -$49 | ﹤0.01% | 1352 |
|
2024
Q4 | $363 | Sell |
8
-1
| -11% | -$45 | ﹤0.01% | 1347 |
|
2024
Q3 | $488 | Buy |
9
+2
| +29% | +$108 | ﹤0.01% | 1336 |
|
2024
Q2 | $340 | Hold |
7
| – | – | ﹤0.01% | 1407 |
|
2024
Q1 | $326 | Sell |
7
-1
| -13% | -$47 | ﹤0.01% | 1408 |
|
2023
Q4 | $415 | Buy |
8
+1
| +14% | +$52 | ﹤0.01% | 1300 |
|
2023
Q3 | $332 | Buy |
7
+1
| +17% | +$47 | ﹤0.01% | 1348 |
|
2023
Q2 | $310 | Buy |
6
+1
| +20% | +$52 | ﹤0.01% | 1306 |
|
2023
Q1 | $291 | Sell |
5
-6
| -55% | -$349 | ﹤0.01% | 1289 |
|
2022
Q4 | $667 | Buy |
11
+5
| +83% | +$303 | ﹤0.01% | 1128 |
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1150 |
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 835 |
|