Westside Investment Management’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-418
| Closed | -$17.6K | – | 723 |
|
|
2018
Q3 | $17.6K | Hold |
418
| – | – | 0.01% | 384 |
|
|
2018
Q2 | $16.7K | Hold |
418
| – | – | 0.01% | 442 |
|
|
2018
Q1 | $14.9K | Hold |
418
| – | – | 0.01% | 450 |
|
|
2017
Q4 | $18.5K | Hold |
418
| – | – | 0.01% | 422 |
|
|
2017
Q3 | $17.1K | Hold |
418
| – | – | 0.01% | 420 |
|
|
2017
Q2 | $15.4K | Hold |
418
| – | – | 0.01% | 431 |
|
|
2017
Q1 | $15.1K | Hold |
418
| – | – | 0.01% | 407 |
|
|
2016
Q4 | $13.9K | Buy |
+418
| New | +$13.9K | 0.01% | 338 |
|