WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $282K | Buy |
7,655
+1,363
| +22% | +$50.2K | 0.06% | 296 |
|
|
2017
Q1 | $226K | Sell |
6,292
-1,445
| -19% | -$51.9K | 0.06% | 308 |
|
|
2016
Q4 | $262K | Buy |
7,737
+526
| +7% | +$17.8K | 0.06% | 306 |
|
|
2016
Q3 | $231K | Sell |
7,211
-405
| -5% | -$13K | 0.06% | 327 |
|
|
2016
Q2 | $266K | Buy |
7,616
+1,785
| +31% | +$62.3K | 0.07% | 263 |
|
|
2016
Q1 | $156K | Buy |
+5,831
| New | +$156K | 0.05% | 366 |
|
|
2015
Q1 | – | Sell |
-7,832
| Closed | -$193K | – | 1801 |
|
|
2014
Q4 | $193K | Sell |
7,832
-3,230
| -29% | -$79.6K | 0.04% | 436 |
|
|
2014
Q3 | $248K | Buy |
11,062
+16
| +0.1% | +$359 | 0.05% | 396 |
|
|
2014
Q2 | $267K | Buy |
11,046
+19
| +0.2% | +$459 | 0.05% | 385 |
|
|
2014
Q1 | $264K | Sell |
11,027
-983
| -8% | -$23.5K | 0.05% | 374 |
|
|
2013
Q4 | $277K | Buy |
12,010
+17
| +0.1% | +$392 | 0.04% | 439 |
|
|
2013
Q3 | $244K | Sell |
11,993
-3,112
| -21% | -$63.3K | 0.04% | 434 |
|
|
2013
Q2 | $295K | Buy |
+15,105
| New | +$295K | 0.05% | 367 |
|