Mid Atlantic Financial Management’s California Water Service CWT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,899
Closed -$248K 709
2019
Q2
$248K Sell
4,899
-1,220
-20% -$61.8K 0.03% 571
2019
Q1
$332K Buy
6,119
+233
+4% +$12.6K 0.04% 486
2018
Q4
$281K Buy
+5,886
New +$281K 0.03% 483