Global Financial Private Client’s California Water Service CWT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5
Closed -$242 552
2025
Q1
$242 Buy
5
+3
+150% +$145 ﹤0.01% 1493
2024
Q4
$91 Buy
+2
New +$91 ﹤0.01% 1500