Private Wealth Management 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	$2.96K	Hold	65	–	–	﹤0.01%	966
2025 Q1	$3.15K	Buy	65 +17	+35%	+$824	﹤0.01%	895
2024 Q4	$2.18K	Buy	+48	New	+$2.18K	﹤0.01%	1048