BFO
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Boston Family Office’s California Water Service CWT Stock Holding History

Boston Family Office’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,865
Closed -$210K – 276
2024
Q3 		$210K Buy
+3,865
New +$205K 0.01% 270
2024
Q1 		– Sell
-3,865
Closed -$200K – 264
2023
Q4 		$200K Buy
+3,865
New +$194K 0.02% 254
2023
Q2 		– Sell
-3,865
Closed -$224K – 261
2023
Q1 		$224K Hold
3,865
– – 0.02% 243
2022
Q4 		$234K Hold
3,865
– – 0.02% 249
2022
Q3 		$204K Hold
3,865
– – 0.02% 257
2022
Q2 		$215K Hold
3,865
– – 0.02% 257
2022
Q1 		$229K Hold
3,865
– – 0.02% 271
2021
Q4 		$278K Hold
3,865
– – 0.02% 252
2021
Q3 		$228K Hold
3,865
– – 0.02% 264
2021
Q2 		$215K Buy
+3,865
New +$223K 0.02% 264

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