GeoWealth 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
2025
Q1
Sell
-2,733
Closed -$124K 1233
2024
Q4
$124K Buy
+2,733
New +$124K ﹤0.01% 906