Jackson Grant Investment Advisers’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 Q2	$75.5K	Hold	1,661	–	–	0.03%	157
2025 Q1	$80.5K	Hold	1,661	–	–	0.03%	150
2024 Q4	$75.3K	Hold	1,661	–	–	0.03%	154
2024 Q3	$90.1K	Hold	1,661	–	–	0.03%	151
2024 Q2	$80.5K	Hold	1,661	–	–	0.03%	150
2024 Q1	$77.2K	Hold	1,661	–	–	0.03%	150
2023 Q4	$86.1K	Hold	1,661	–	–	0.04%	146
2023 Q3	$78.6K	Hold	1,661	–	–	0.04%	145
2023 Q2	$85.8K	Hold	1,661	–	–	0.04%	141
2023 Q1	$96.7K	Hold	1,661	–	–	0.05%	146
2022 Q4	$101K	Hold	1,661	–	–	0.05%	137
2022 Q3	$88K	Hold	1,661	–	–	0.05%	141
2022 Q2	$92K	Hold	1,661	–	–	0.05%	141
2022 Q1	$98K	Hold	1,661	–	–	0.04%	147
2021 Q4	$119K	Hold	1,661	–	–	0.06%	115
2021 Q3	$98K	Hold	1,661	–	–	0.04%	148
2021 Q2	$92K	Hold	1,661	–	–	0.04%	150
2021 Q1	$94K	Hold	1,661	–	–	0.04%	145
2020 Q4	$90K	Hold	1,661	–	–	0.05%	138
2020 Q3	$72K	Hold	1,661	–	–	0.04%	127
2020 Q2	$79K	Hold	1,661	–	–	0.05%	121
2020 Q1	$84K	Buy	1,661 +6	+0.4%	+$303	0.06%	113
2019 Q4	$85K	Buy	1,655 +7	+0.4%	+$360	0.05%	126
2019 Q3	$87K	Buy	1,648 +6	+0.4%	+$317	0.05%	125
2019 Q2	$83K	Buy	1,642 +6	+0.4%	+$303	0.05%	126
2019 Q1	$89K	Buy	1,636 +6	+0.4%	+$326	0.05%	120
2018 Q4	$78K	Buy	1,630 +7	+0.4%	+$335	0.05%	123
2018 Q3	$70K	Buy	1,623 +8	+0.5%	+$345	0.04%	131
2018 Q2	$63K	Buy	1,615 +7	+0.4%	+$273	0.04%	137
2018 Q1	$60K	Buy	1,608 +8	+0.5%	+$299	0.04%	136
2017 Q4	$73K	Buy	+1,600	New	+$73K	0.05%	130