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Evergreen Capital Management’s California Water Service CWT Stock Holding History

Evergreen Capital Management’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
2025
Q4 		– Sell
-4,548
Closed -$209K – 1441
2025
Q3 		$209K Buy
+4,548
New +$209K 0.01% 1209
2023
Q3 		– Sell
-4,180
Closed -$216K – 806
2023
Q2 		$216K Buy
4,180
+330
+9% +$18.5K 0.01% 695
2023
Q1 		$224K Sell
3,850
-344
-8% -$20.4K 0.01% 620
2022
Q4 		$254K Sell
4,194
-460
-10% -$27.6K 0.01% 533
2022
Q3 		$245K Buy
+4,654
New +$273K 0.01% 498

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