Larson Financial Group’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	$36.2K	Buy	796 +365	+85%	+$16.6K	﹤0.01%	1196
2025 Q1	$20.9K	Sell	431 -12	-3%	-$581	﹤0.01%	1340
2024 Q4	$20.1K	Buy	443 +12	+3%	+$544	﹤0.01%	1214
2024 Q3	$23.4K	Hold	431	–	–	﹤0.01%	1135
2024 Q2	$20.9K	Buy	+431	New	+$20.9K	﹤0.01%	1033