A detailed history of Ever Source Wealth Advisors, LLC transactions in California Water Service Group stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 75 shares of CWT stock, worth $3,593. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75
Previous 75 -0.0%
Holding current value
$3,593
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$43.77 - $53.3 $1,575 - $1,918
36 Added 92.31%
75 $3,000
Q1 2024

Jun 11, 2024

SELL
$45.09 - $51.89 $1,623 - $1,868
-36 Reduced 48.0%
39 $1,000
Q4 2023

Feb 09, 2024

SELL
$46.28 - $53.91 $462 - $539
-10 Reduced 11.76%
75 $3,000
Q3 2023

Nov 03, 2023

SELL
$46.66 - $53.49 $18,897 - $21,663
-405 Reduced 82.65%
85 $4,000
Q2 2023

Aug 04, 2023

SELL
$49.9 - $61.12 $29,341 - $35,938
-588 Reduced 54.55%
490 $25,000
Q1 2023

May 11, 2023

SELL
$54.47 - $63.92 $2,451 - $2,876
-45 Reduced 4.01%
1,078 $62,000
Q4 2022

Feb 09, 2023

BUY
$51.69 - $65.53 $465 - $589
9 Added 0.81%
1,123 $68,000
Q3 2022

Nov 07, 2022

BUY
$52.69 - $63.7 $2,634 - $3,185
50 Added 4.7%
1,114 $58,000
Q2 2022

Aug 01, 2022

BUY
$48.76 - $61.72 $45,639 - $57,769
936 Added 731.25%
1,064 $60,000
Q1 2022

May 25, 2022

SELL
$55.97 - $71.87 $2,238 - $2,874
-40 Reduced 23.81%
128 $8,000
Q4 2021

Feb 07, 2022

BUY
$58.78 - $71.86 $9,875 - $12,072
168 New
168 $12,000

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 $2.63B
  • 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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