Focus Partners Wealth
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Focus Partners Wealth’s California Water Service CWT Stock Holding History

Focus Partners Wealth’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 		$1.24M Buy
27,182
+21
+0.1% +$955 ﹤0.01% 1046
2025
Q1 		$1.32M Buy
27,161
+479
+2% +$23.2K ﹤0.01% 971
2024
Q4 		$1.21M Buy
26,682
+1,378
+5% +$62.5K ﹤0.01% 990
2024
Q3 		$1.37M Buy
+25,304
New +$1.37M ﹤0.01% 861