Yousif 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
22,145
+207
| +0.9% | +$9.41K | 0.01% | 1116 |
|
|
2025
Q1 | $1.06M | Sell |
21,938
-591
| -3% | -$28.6K | 0.01% | 1077 |
|
|
2024
Q4 | $1.02M | Sell |
22,529
-195
| -0.9% | -$8.84K | 0.01% | 1139 |
|
|
2024
Q3 | $1.23M | Sell |
22,724
-354
| -2% | -$19.2K | 0.01% | 1057 |
|
|
2024
Q2 | $1.12M | Sell |
23,078
-2,962
| -11% | -$144K | 0.01% | 1070 |
|
|
2024
Q1 | $1.21M | Sell |
26,040
-2,476
| -9% | -$115K | 0.01% | 1097 |
|
|
2023
Q4 | $1.48M | Sell |
28,516
-65
| -0.2% | -$3.37K | 0.02% | 990 |
|
|
2023
Q3 | $1.35M | Sell |
28,581
-979
| -3% | -$46.3K | 0.02% | 964 |
|
|
2023
Q2 | $1.53M | Sell |
29,560
-1,223
| -4% | -$63.1K | 0.02% | 928 |
|
|
2023
Q1 | $1.79M | Sell |
30,783
-4,005
| -12% | -$233K | 0.02% | 830 |
|
|
2022
Q4 | $2.11M | Sell |
34,788
-8,935
| -20% | -$542K | 0.03% | 724 |
|
|
2022
Q3 | $2.3M | Sell |
43,723
-205
| -0.5% | -$10.8K | 0.03% | 647 |
|
|
2022
Q2 | $2.44M | Sell |
43,928
-4,150
| -9% | -$231K | 0.03% | 679 |
|
|
2022
Q1 | $2.85M | Buy |
48,078
+81
| +0.2% | +$4.8K | 0.03% | 688 |
|
|
2021
Q4 | $3.45M | Buy |
+47,997
| New | +$3.45M | 0.04% | 589 |
|