Sowell Financial Services’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
Q2 | – | Sell |
-4,191
| Closed | -$243K | – | 1010 |
|
|
2021
Q1 | $243K | Buy |
4,191
+822
| +24% | +$47.7K | 0.01% | 936 |
|
|
2020
Q4 | $182K | Buy |
3,369
+161
| +5% | +$8.7K | 0.01% | 889 |
|
|
2020
Q3 | $139K | Buy |
3,208
+2,092
| +187% | +$90.6K | 0.01% | 860 |
|
|
2020
Q2 | $53K | Buy |
+1,116
| New | +$53K | ﹤0.01% | 1150 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$1K | – | 2466 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2316 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2400 |
|