TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $349K | Hold |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $390K | Hold |
|
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|
2024
Q2 | $349K | Hold |
|
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $437K | Hold |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $517K | Hold |
|
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|
2021
Q3 | $424K | Hold |
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|
2021
Q2 | $399K | Hold |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $389K | Hold |
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|
2020
Q3 | $312K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $362K | Hold |
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|
2019
Q4 | $371K | Hold |
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|
2019
Q3 | $381K | Hold |
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|
2019
Q2 | $364K | Hold |
|
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|
2019
Q1 | $390K | Hold |
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|
2018
Q4 | $343K | Hold |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $280K | Buy |
|