Tortoise Index Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $873K | Buy |
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|
2021
Q3 | $605K | Buy |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $161K | Buy |
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|
2019
Q2 | $98K | Buy |
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|
2019
Q1 | $99K | Sell |
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|
2018
Q4 | $89K | Sell |
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|
2018
Q3 | $100K | Hold |
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|
2018
Q2 | $91K | Sell |
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|
2018
Q1 | $90K | Buy |
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|
2017
Q4 | $69K | Buy |
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