TrueWealth LLC’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Buy |
153
+1
| +0.7% | +$46 | ﹤0.01% | 520 |
|
|
2020
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 478 |
|
|
2019
Q4 | $8K | Buy |
152
+1
| +0.7% | +$53 | ﹤0.01% | 489 |
|
|
2019
Q3 | $8K | Hold |
151
| – | – | ﹤0.01% | 482 |
|
|
2019
Q2 | $8K | Buy |
151
+1
| +0.7% | +$53 | ﹤0.01% | 489 |
|
|
2019
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 495 |
|
|
2018
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 483 |
|
|
2018
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 568 |
|
|
2018
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 572 |
|
|
2018
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 529 |
|
|
2017
Q4 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 575 |
|