Steward Partners Investment Advisory’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
Q3 | $180K | Buy |
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|
2025
Q2 | $174K | Buy |
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|
2025
Q1 | $185K | Buy |
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|
2024
Q4 | $172K | Buy |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | $183K | Sell |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $196K | Buy |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $174K | Buy |
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|
2020
Q2 | $191K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $206K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $202K | Hold |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $172K | Hold |
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|
2018
Q2 | $156K | Buy |
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