Crewe Advisors’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4
Closed -$190 479
2023
Q3
$190 Sell
4
-1
-20% -$48 ﹤0.01% 449
2023
Q2
$259 Buy
+5
New +$259 ﹤0.01% 685