Brendel Financial Advisors’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-37,942
Closed -$2.06M 79
2019
Q1
$2.06M Buy
37,942
+2,693
+8% +$146K 1.85% 23
2018
Q4
$1.68M Buy
+35,249
New +$1.68M 1.93% 19