Clarity Asset Management’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.2K Sell
597
-75
-11% -$3.41K 0.02% 151
2025
Q1
$32.5K Sell
672
-183
-21% -$8.86K 0.02% 102
2024
Q4
$38.8K Buy
855
+4
+0.5% +$181 0.03% 109
2024
Q3
$46.1K Sell
851
-5
-0.6% -$271 0.03% 88
2024
Q2
$41.5K Sell
856
-19
-2% -$922 0.03% 92
2024
Q1
$40.7K Buy
875
+102
+13% +$4.74K 0.03% 105
2023
Q4
$40.1K Buy
+773
New +$40.1K 0.03% 105