Financial Gravity Asset Management’s California Water Service CWT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$136	Buy	+3	New	+$135	﹤0.01%	859
2025 Q1	$242	Buy	+5	New	+$227	﹤0.01%	967
2024 Q2	–	Sell	-76	Closed	-$3.51K	–	1689
2024 Q1	$3.51K	Buy	+76	New	+$3.56K	﹤0.01%	954
2023 Q4	–	Hold	0	–	–	–	1448
2023 Q3	–	Sell	-52	Closed	-$2.63K	–	1171
2023 Q2	$8.33K	Sell	52 -6	-10%	-$337	0.02%	388
2023 Q1	$21	Sell	58 -3	-5%	-$178	﹤0.01%	799
2022 Q4	$36	Buy	+61	New	+$3.66K	﹤0.01%	1264
2022 Q2	–	Sell	-59	Closed	-$2	–	761
2022 Q1	$2	Sell	59 -13	-18%	-$783	﹤0.01%	863
2021 Q4	$6	Buy	+72	New	+$4.63K	﹤0.01%	887
2021 Q3	–	Hold	0	–	–	–	498
2021 Q2	–	Sell	-1	Closed	-$58	–	528
2021 Q1	$76	Buy	+1	New	+$55	﹤0.01%	522
2020 Q4	–	Hold	0	–	–	–	548
2020 Q1	–	Sell	-150	Closed	-$8K	–	1168
2019 Q4	$8K	Hold	150	–	–	0.01%	1222
2019 Q3	$8K	Sell	150 -196	-57%	-$10.5K	0.01%	630
2019 Q2	$18K	Buy	346 +193	+126%	+$9.7K	0.01%	493
2019 Q1	$8K	Buy	+153	New	+$7.7K	0.01%	592