A detailed history of Canvas Wealth Advisors, LLC transactions in California Water Service Group stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 5,705 shares of CWT stock, worth $261,973. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,705
Previous 11,693 51.21%
Holding current value
$261,973
Previous $566,000 45.41%
% of portfolio
0.09%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$47.83 - $55.5 $286,406 - $332,334
-5,988 Reduced 51.21%
5,705 $309,000
Q2 2024

Aug 01, 2024

SELL
$43.77 - $53.3 $125,401 - $152,704
-2,865 Reduced 19.68%
11,693 $566,000
Q1 2024

Apr 23, 2024

BUY
$45.09 - $51.89 $306,476 - $352,696
6,797 Added 87.58%
14,558 $676,000
Q4 2023

Jan 17, 2024

SELL
$46.28 - $53.91 $108,896 - $126,850
-2,353 Reduced 23.26%
7,761 $402,000
Q3 2023

Oct 24, 2023

BUY
$46.66 - $53.49 $106,711 - $122,331
2,287 Added 29.22%
10,114 $478,000
Q2 2023

Jul 25, 2023

BUY
$49.9 - $61.12 $390,567 - $478,386
7,827 New
7,827 $404,000

Others Institutions Holding CWT

About CALIFORNIA WATER SERVICE GROUP


  • Ticker CWT
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 54,824,000
  • Market Cap $2.52B
  • Description
  • California Water Service Group, through its subsidiaries, provides water utility and other related services in California, Washington, New Mexico, Hawaii, and Texas. The company is involved in the production, purchase, storage, treatment, testing, distribution, and sale of water for domestic, industrial, public, and irrigation uses, as well as f...
More about CWT
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