Principal Securities’s California Water Service CWT Stock Holding History

Principal Securities’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	$7.25K	Hold
2025 Q2	$7.19K	Buy
2025 Q1	$5.21K	Hold
2024 Q4	$5.21K	Buy
2024 Q3	$5.58K	Buy
2024 Q2	$1.79K	Sell
2024 Q1	$2.23K	Sell
2023 Q4	$2.96K	Buy