Windsor Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,550
| Closed | -$34K | – | 167 |
|
|
2015
Q3 | $34K | Buy |
+1,550
| New | +$34K | 0.02% | 191 |
|
|
2014
Q1 | – | Sell |
-1,528
| Closed | -$35K | – | 119 |
|
|
2013
Q4 | $35K | Buy |
1,528
+3
| +0.2% | +$69 | 0.02% | 201 |
|
|
2013
Q3 | $31K | Buy |
1,525
+3
| +0.2% | +$61 | 0.02% | 223 |
|
|
2013
Q2 | $30K | Buy |
+1,522
| New | +$30K | 0.02% | 216 |
|