Canvas Wealth Advisors’s California Water Service CWT Stock Holding History

Canvas Wealth Advisors’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
2025 Q2	$867K	Buy
2025 Q1	$971K	Buy
2024 Q4	$358K	Buy
2024 Q3	$309K	Sell
2024 Q2	$623K	Sell
2024 Q1	$643K	Buy
2023 Q4	$378K	Sell
2023 Q3	$476K	Buy
2023 Q2	$414K	Buy