A detailed history of Mission Wealth Management, LP transactions in California Water Service Group stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,968 shares of CWT stock, worth $253,169. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,968
Previous 4,968 -0.0%
Holding current value
$253,169
Previous $240,000 12.08%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

SELL
$46.28 - $53.91 $7,728 - $9,002
-167 Reduced 3.25%
4,968 $257,000
Q4 2021

Feb 11, 2022

BUY
$58.78 - $71.86 $1,763 - $2,155
30 Added 0.59%
5,135 $369,000
Q3 2021

Nov 05, 2021

SELL
$56.07 - $65.82 $25,960 - $30,474
-463 Reduced 8.32%
5,105 $301,000
Q2 2021

Aug 10, 2021

SELL
$55.26 - $61.35 $22,104 - $24,540
-400 Reduced 6.7%
5,568 $309,000
Q4 2019

Jan 21, 2020

BUY
$49.33 - $56.1 $29,598 - $33,660
600 Added 11.18%
5,968 $308,000
Q2 2019

Aug 09, 2019

BUY
$49.05 - $52.87 $19,620 - $21,148
400 Added 8.05%
5,368 $272,000
Q3 2018

Nov 01, 2018

BUY
$39.9 - $42.9 $198,223 - $213,127
4,968 New
4,968 $213,000
Q1 2018

May 04, 2018

SELL
$35.4 - $45.1 $175,867 - $224,056
-4,968 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$39.6 - $45.6 $196,732 - $226,540
4,968
4,968 $225,000

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 $2.79B
  • 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 Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.