Valeo Financial Advisors’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-144
| Closed | -$8K | – | 734 |
|
|
2021
Q1 | $8K | Buy |
144
+12
| +9% | +$667 | ﹤0.01% | 1326 |
|
|
2020
Q4 | $7K | Hold |
132
| – | – | ﹤0.01% | 1250 |
|
|
2020
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q2 | $6K | Hold |
132
| – | – | ﹤0.01% | 1361 |
|
|
2020
Q1 | $7K | Buy |
132
+8
| +6% | +$424 | ﹤0.01% | 1147 |
|
|
2019
Q4 | $6K | Hold |
124
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q3 | $7K | Hold |
124
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q2 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 1140 |
|
|
2018
Q3 | – | Sell |
-125
| Closed | -$5K | – | 1781 |
|
|
2018
Q2 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 1118 |
|