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Asset Planning Inc’s California Water Service CWT Stock Holding History

Asset Planning Inc’s Portfolio CWT Stock Details CWT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$205K Hold
4,500
– – 0.15% 84
2025
Q1 		$218K Hold
4,500
– – 0.17% 77
2024
Q4 		$204K Buy
+4,500
New +$204K 0.16% 78