Gradient Investments’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
2024 Q1	–	Sell	-5	Closed	-$259	–	1368
2023 Q4	$259	Buy	+5	New	+$252	﹤0.01%	1677
2022 Q1	–	Sell	-17	Closed	-$1K	–	1204
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	1132
2021 Q3	$1K	Buy	+17	New	+$1.05K	﹤0.01%	1065
2021 Q2	–	Sell	-143	Closed	-$8K	–	1168
2021 Q1	$8K	Buy	+143	New	+$7.92K	﹤0.01%	800
2020 Q1	–	Sell	-100	Closed	-$5K	–	1116
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	810
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	791
2019 Q2	$5K	Buy	+100	New	+$5.03K	﹤0.01%	762
2019 Q1	–	Sell	-100	Closed	-$5K	–	893
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	700
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	763
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	741
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	740
2017 Q4	$5K	Buy	+100	New	+$4.31K	﹤0.01%	687