Wealthspire Advisors (Maryland)’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-131
| Closed | -$7K | – | 832 |
|
|
2019
Q1 | $7K | Hold |
131
| – | – | ﹤0.01% | 1664 |
|
|
2018
Q4 | $6K | Hold |
131
| – | – | ﹤0.01% | 1645 |
|
|
2018
Q3 | $6K | Buy |
131
+38
| +41% | +$1.74K | ﹤0.01% | 1717 |
|
|
2018
Q2 | $4K | Buy |
93
+19
| +26% | +$817 | ﹤0.01% | 1867 |
|
|
2018
Q1 | $3K | Hold |
74
| – | – | ﹤0.01% | 2002 |
|
|
2017
Q4 | $3K | Buy |
74
+65
| +722% | +$2.64K | ﹤0.01% | 1975 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2296 |
|