Capital Analysts LLC’s California Water Service CWT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-269	Closed	-$14K	–	1112
2023 Q4	$14K	Buy	269 +1	+0.4%	+$52	﹤0.01%	857
2023 Q3	$13K	Buy	268 +2	+0.8%	+$97	﹤0.01%	836
2023 Q2	$14K	Buy	266 +1	+0.4%	+$53	﹤0.01%	778
2023 Q1	$15K	Buy	+265	New	+$15K	﹤0.01%	764