CP
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Castleview Partners’s California Water Service CWT Stock Holding History

Castleview Partners’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
Q3 		– Sell
-6
Closed -$291 – 620
2024
Q2 		$291 Hold
6
– – ﹤0.01% 870
2024
Q1 		$279 Hold
6
– – ﹤0.01% 856
2023
Q4 		$311 Buy
+6
New +$302 ﹤0.01% 822
2022
Q1 		– Sell
-12,431
Closed -$173 – 779
2021
Q4 		$173 Buy
+12,431
New +$799K ﹤0.01% 708

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