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Corient IA’s California Water Service CWT Stock Holding History

Corient IA’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Hold
5,000
– – 0.13% 273
2025
Q1 		$242K Buy
+5,000
New +$242K 0.17% 245