UMB Bank’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
Q3 | $13.4K | Buy |
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|
2025
Q2 | $11.3K | Buy |
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|
2025
Q1 | $11.6K | Buy |
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|
2024
Q4 | $3.9K | Sell |
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|
2024
Q3 | $7.26K | Buy |
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|
2024
Q2 | $3.3K | Sell |
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|
2024
Q1 | $66.3K | Sell |
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|
2023
Q4 | $76.8K | Sell |
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|
2023
Q3 | $73.3K | Sell |
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|
2023
Q2 | $83.9K | Sell |
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|
2023
Q1 | $98.9K | Sell |
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|
2022
Q4 | $107K | Sell |
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|
2022
Q3 | $96K | Sell |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $139K | Buy |
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