Avantax Planning Partners’s California Water Service CWT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,200	Closed	-$51K	–	479
2018 Q3	$51K	Buy	+1,200	New	+$51K	﹤0.01%	482
2018 Q2	–	Sell	-1,200	Closed	-$45K	–	504
2018 Q1	$45K	Buy	+1,200	New	+$45K	﹤0.01%	549