Sustainable Insight Capital 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 |
-4,000
| Closed | -$231K | – | 109 |
|
|
2022
Q2 | $231K | Buy |
4,000
+100
| +3% | +$5.78K | 0.23% | 100 |
|
|
2022
Q1 | $231K | Sell |
3,900
-486
| -11% | -$28.8K | 0.16% | 105 |
|
|
2021
Q4 | $315K | Buy |
4,386
+792
| +22% | +$56.9K | 0.17% | 78 |
|
|
2021
Q3 | $212K | Sell |
3,594
-500
| -12% | -$29.5K | 0.14% | 104 |
|
|
2021
Q2 | $227K | Buy |
+4,094
| New | +$227K | 0.13% | 113 |
|