SWA
Sutton Wealth Advisors’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-643
| Closed | -$39K | – | 998 |
|
|
2022
Q4 | $39K | Hold |
643
| – | – | 0.01% | 465 |
|
|
2022
Q3 | $33.9K | Buy |
643
+14
| +2% | +$738 | 0.01% | 485 |
|
|
2022
Q2 | $34.9K | Sell |
629
-147
| -19% | -$8.17K | 0.01% | 484 |
|
|
2022
Q1 | $46K | Buy |
776
+139
| +22% | +$8.24K | 0.02% | 427 |
|
|
2021
Q4 | $45.8K | Buy |
637
+12
| +2% | +$862 | 0.02% | 440 |
|
|
2021
Q3 | $36.8K | Hold |
625
| – | – | 0.01% | 492 |
|
|
2021
Q2 | $34.7K | Hold |
625
| – | – | 0.01% | 520 |
|
|
2021
Q1 | $35.2K | Hold |
625
| – | – | 0.01% | 495 |
|
|
2020
Q4 | $33.8K | Hold |
625
| – | – | 0.01% | 464 |
|
|
2020
Q3 | $27.2K | Hold |
625
| – | – | 0.01% | 459 |
|
|
2020
Q2 | $29.8K | Hold |
625
| – | – | 0.02% | 426 |
|
|
2020
Q1 | $31.5K | Sell |
625
-81
| -11% | -$4.08K | 0.02% | 361 |
|
|
2019
Q4 | $36.4K | Buy |
706
+81
| +13% | +$4.18K | 0.02% | 402 |
|
|
2019
Q3 | $33.1K | Hold |
625
| – | – | 0.02% | 419 |
|
|
2019
Q2 | $31.6K | Hold |
625
| – | – | 0.02% | 435 |
|
|
2019
Q1 | $33.9K | Hold |
625
| – | – | 0.02% | 400 |
|
|
2018
Q4 | $29.8K | Hold |
625
| – | – | 0.02% | 399 |
|
|
2018
Q3 | $26.8K | Hold |
625
| – | – | 0.02% | 481 |
|
|
2018
Q2 | $24.3K | Hold |
625
| – | – | 0.02% | 524 |
|
|
2018
Q1 | $23.3K | Hold |
625
| – | – | 0.02% | 512 |
|
|
2017
Q4 | $28.3K | Hold |
625
| – | – | 0.02% | 432 |
|
|
2017
Q3 | $23.8K | Buy |
+625
| New | +$23.8K | 0.02% | 485 |
|
|
2016
Q3 | – | Sell |
-191
| Closed | -$6.67K | – | 1050 |
|
|
2016
Q2 | $6.67K | Buy |
+191
| New | +$6.67K | 0.01% | 721 |
|