A detailed history of Jfs Wealth Advisors, LLC transactions in California Water Service Group stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 28 shares of CWT stock, worth $1,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 19 47.37%
Holding current value
$1,405
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$47.83 - $55.5 $430 - $499
9 Added 47.37%
28 $1,000
Q1 2024

Apr 30, 2024

SELL
$45.09 - $51.89 $360 - $415
-8 Reduced 29.63%
19 $0
Q4 2023

Feb 07, 2024

BUY
$46.28 - $53.91 $694 - $808
15 Added 125.0%
27 $1,000
Q3 2023

Nov 02, 2023

SELL
$46.66 - $53.49 $979 - $1,123
-21 Reduced 63.64%
12 $0
Q2 2023

Aug 07, 2023

SELL
$49.9 - $61.12 $49 - $61
-1 Reduced 2.94%
33 $1,000
Q1 2023

Apr 19, 2023

SELL
$54.47 - $63.92 $108 - $127
-2 Reduced 5.56%
34 $1,000
Q4 2022

Feb 13, 2023

BUY
$51.69 - $65.53 $155 - $196
3 Added 9.09%
36 $2,000
Q3 2022

Oct 21, 2022

SELL
$52.69 - $63.7 $210 - $254
-4 Reduced 10.81%
33 $2,000
Q2 2022

Aug 02, 2022

BUY
$48.76 - $61.72 $1,121 - $1,419
23 Added 164.29%
37 $2,000
Q1 2022

May 02, 2022

BUY
$55.97 - $71.87 $223 - $287
4 Added 40.0%
14 $1,000
Q4 2021

Feb 03, 2022

BUY
$58.78 - $71.86 $587 - $718
10 New
10 $1,000

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 $2.75B
  • 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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.