SJW shares owned by Creative Planning
Historical chart of Creative Planning investment in SJW
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All positions including SJW held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SJW by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $614k | 11k | 56.59 |
| 2023-12-31 | $790k | 12k | 65.35 |
| 2023-09-30 | $671k | 11k | 60.11 |
| 2023-06-30 | $731k | 10k | 70.11 |
| 2023-03-31 | $790k | 10k | 76.13 |
| 2022-12-31 | $789k | 9.7k | 81.19 |
| 2022-09-30 | $543k | 9.4k | 57.62 |
| 2022-06-30 | $567k | 9.1k | 62.41 |
| 2022-03-31 | $633k | 9.1k | 69.59 |
| 2020-09-30 | $456k | 7.5k | 60.89 |
| 2019-12-31 | $202k | 2.8k | 70.93 |
| 2019-09-30 | $269k | 3.9k | 68.33 |
| 2013-12-31 | $15k | 500 | 30.00 |