Willow Creek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,176
| Closed | -$784K | – | 135 |
|
|
2023
Q2 | $784K | Buy |
+15,176
| New | +$784K | 0.11% | 66 |
|
|
2022
Q4 | – | Sell |
-15,111
| Closed | -$796K | – | 133 |
|
|
2022
Q3 | $796K | Buy |
15,111
+31
| +0.2% | +$1.63K | 0.15% | 58 |
|
|
2022
Q2 | $838K | Buy |
+15,080
| New | +$838K | 0.16% | 58 |
|
|
2018
Q2 | – | Sell |
-14,585
| Closed | -$543K | – | 71 |
|
|
2018
Q1 | $543K | Sell |
14,585
-16
| -0.1% | -$596 | 0.29% | 31 |
|
|
2017
Q4 | $662K | Buy |
+14,601
| New | +$662K | 0.44% | 18 |
|