TVWM
Tower View Wealth Management’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
527
+3
| +0.6% | +$137 | 0.01% | 114 |
|
|
2025
Q1 | $25.4K | Buy |
524
+3
| +0.6% | +$145 | 0.01% | 95 |
|
|
2024
Q4 | $23.6K | Buy |
521
+3
| +0.6% | +$136 | 0.01% | 102 |
|
|
2024
Q3 | $28.1K | Hold |
518
| – | – | 0.02% | 97 |
|
|
2024
Q2 | $25.1K | Hold |
518
| – | – | 0.01% | 99 |
|
|
2024
Q1 | $24.1K | Hold |
518
| – | – | 0.01% | 102 |
|
|
2023
Q4 | $27K | Hold |
518
| – | – | 0.02% | 95 |
|
|
2023
Q3 | $24K | Buy |
518
+3
| +0.6% | +$139 | 0.02% | 93 |
|
|
2023
Q2 | $27K | Buy |
+515
| New | +$27K | 0.02% | 92 |
|