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IEQ Capital’s California Water Service CWT Stock Holding History

IEQ Capital’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 		$317K Sell
6,974
-5,456
-44% -$248K ﹤0.01% 1365
2025
Q1 		$602K Buy
12,430
+7,963
+178% +$386K ﹤0.01% 899
2024
Q4 		$202K Buy
+4,467
New +$202K ﹤0.01% 1210