TFO Wealth Partners’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$93 | – | 233 |
|
|
2024
Q1 | $93 | Hold |
2
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $104 | Hold |
2
| – | – | ﹤0.01% | 788 |
|
|
2023
Q3 | $103 | Hold |
2
| – | – | ﹤0.01% | 968 |
|
|
2023
Q2 | $103 | Hold |
2
| – | – | ﹤0.01% | 656 |
|
|
2023
Q1 | $116 | Sell |
2
-235
| -99% | -$13.6K | ﹤0.01% | 615 |
|
|
2022
Q4 | $5.28K | Buy |
+237
| New | +$5.28K | ﹤0.01% | 162 |
|