WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $282K | Buy |
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|
2017
Q1 | $226K | Sell |
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|
2016
Q4 | $262K | Buy |
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|
2016
Q3 | $231K | Sell |
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|
2016
Q2 | $266K | Buy |
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|
2016
Q1 | $156K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $193K | Sell |
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|
2014
Q3 | $248K | Buy |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $264K | Sell |
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|
2013
Q4 | $277K | Buy |
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|
2013
Q3 | $244K | Sell |
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|
2013
Q2 | $295K | Buy |
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