Evergreen Capital 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
2023 Q3	–	Sell	-4,180	Closed	-$216K	–	805
2023 Q2	$216K	Buy	4,180 +330	+9%	+$17K	0.01%	695
2023 Q1	$224K	Sell	3,850 -344	-8%	-$20K	0.01%	620
2022 Q4	$254K	Sell	4,194 -460	-10%	-$27.9K	0.01%	533
2022 Q3	$245K	Buy	+4,654	New	+$245K	0.01%	497