Ifp Advisors, Inc California Water Service Group Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in California Water Service Group stock. As of the latest transaction made, Ifp Advisors, Inc holds 187 shares of CWT stock, worth $8,602. This represents 0.0% of its overall portfolio holdings.

Number of Shares

187

Previous 187 -0.0%

Holding current value

$8,602

Previous $8,000 12.5%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$54.47 - $63.92 $33,172 - $38,927	-609 Reduced 76.51%	187 $10,000
Q4 2022 Feb 07, 2023	SELL	$51.69 - $65.53 $4,238 - $5,373	-82 Reduced 9.34%	796 $33,000
Q2 2022 Sep 06, 2022	BUY	$48.76 - $61.72 $42,811 - $54,190	878 New	878 $50,000
Q2 2022 Aug 12, 2022	SELL	$48.76 - $61.72 $42,811 - $54,190	-878 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$55.97 - $71.87 $19,589 - $25,154	350 Added 66.29%	878 $52,000
Q1 2022 Aug 08, 2022	BUY	$55.97 - $71.87 $17,910 - $22,998	320 Added 153.85%	528 $31,000
Q4 2021 Jan 12, 2022	BUY	$58.78 - $71.86 $529 - $646	9 Added 4.52%	208 $15,000
Q3 2021 Oct 06, 2021	BUY	$56.07 - $65.82 $672 - $789	12 Added 6.42%	199 $13,000
Q3 2020 Oct 29, 2020	SELL	$41.66 - $50.54 $19,996 - $24,259	-480 Reduced 71.96%	187 $8,000
Q2 2020 Aug 05, 2020	BUY	$43.14 - $54.45 $2,415 - $3,049	56 Added 9.17%	667 $31,000
Q3 2019 Nov 07, 2019	BUY	$49.99 - $57.02 $12,647 - $14,426	253 Added 70.67%	611 $33,000
Q1 2019 May 15, 2019	SELL	$44.86 - $54.67 $18,616 - $22,688	-415 Reduced 53.69%	358 $19,000
Q4 2018 Jan 23, 2019	SELL	$40.47 - $48.77 $6,353 - $7,656	-157 Reduced 16.88%	773 $36,000
Q2 2018 Aug 07, 2018	BUY	$35.65 - $41.3 $1,319 - $1,528	37 Added 4.14%	930 $0
Q4 2017 Jan 24, 2018	SELL	$39.6 - $45.6 $81,734 - $94,118	-2,064 Reduced 69.8%	893 $0
Q3 2017 Oct 30, 2017	BUY	$36.6 - $39.15 $1,683 - $1,800	46 Added 1.58%	2,957 $113,000
Q2 2017 Jun 03, 2019	SELL	N/A	-2 Reduced 0.07%	2,911 $107,000
Q1 2017 Jun 03, 2019	BUY	N/A	3 Added 0.1%	2,913 $104,000
Q4 2016 Jun 03, 2019	SELL	N/A	-413 Reduced 12.43%	2,910 $99,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,965 Added 828.21%	3,323 $116,000
Q1 2016 Jun 03, 2019	BUY	N/A	358	358 $19,000

Others Institutions Holding CWT

# of Institutions

336

Shares Held

48.9M

Call Options Held

3.7K

Put Options Held

3.8K

View Full List

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...

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