Kingswood Wealth Advisors’s California Water Service CWT Stock Holding History

Kingswood Wealth Advisors’s Portfolio CWT Stock Details CWT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$288K	Sell
2025 Q1	$336K	Hold
2024 Q4	$314K	Buy
2024 Q3	–	Sell
2024 Q2	$336K	Buy
2024 Q1	$275K	Sell
2023 Q4	$359K	Buy