TCI Wealth Advisors’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-184
| Closed | -$10.7K | – | 698 |
|
|
2023
Q1 | $10.7K | Hold |
184
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q4 | $11.2K | Buy |
184
+133
| +261% | +$8.07K | ﹤0.01% | 1000 |
|
|
2022
Q3 | $3K | Buy |
51
+3
| +6% | +$176 | ﹤0.01% | 1746 |
|
|
2022
Q2 | $3K | Sell |
48
-68
| -59% | -$4.25K | ﹤0.01% | 1771 |
|
|
2022
Q1 | $7K | Sell |
116
-45
| -28% | -$2.72K | ﹤0.01% | 1308 |
|
|
2021
Q4 | $12K | Buy |
161
+22
| +16% | +$1.64K | ﹤0.01% | 1023 |
|
|
2021
Q3 | $8K | Buy |
139
+23
| +20% | +$1.32K | ﹤0.01% | 1221 |
|
|
2021
Q2 | $6K | Buy |
116
+68
| +142% | +$3.52K | ﹤0.01% | 1276 |
|
|
2021
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 1491 |
|
|
2020
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 983 |
|
|
2019
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1117 |
|
|
2019
Q3 | $3K | Hold |
48
| – | – | ﹤0.01% | 936 |
|
|
2019
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 988 |
|
|
2019
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 898 |
|
|
2018
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 967 |
|
|
2018
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 952 |
|
|
2017
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 1008 |
|
|
2017
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 946 |
|
|
2017
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 976 |
|
|
2017
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 923 |
|
|
2016
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 999 |
|
|
2016
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 956 |
|
|
2016
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 920 |
|