HGWM
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Harvest Group Wealth Management’s California Water Service CWT Stock Holding History

Harvest Group Wealth Management’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36
Closed -$2K – 191
2020
Q4 		$2K Hold
36
– – ﹤0.01% 347
2020
Q3 		$2K Hold
36
– – ﹤0.01% 333
2020
Q2 		$1K Hold
36
– – ﹤0.01% 364
2020
Q1 		$1K Sell
36
-69
-66% -$3.58K ﹤0.01% 370
2019
Q4 		$5K Hold
105
– – ﹤0.01% 358
2019
Q3 		$6K Hold
105
– – 0.01% 347
2019
Q2 		$5K Hold
105
– – 0.01% 336
2019
Q1 		$6K Buy
+105
New +$5.29K 0.01% 340

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NI
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