SFS
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Sowell Financial Services’s California Water Service CWT Stock Holding History

Sowell Financial Services’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,191
Closed -$243K – 1010
2021
Q1 		$243K Buy
4,191
+822
+24% +$45.6K 0.01% 936
2020
Q4 		$182K Buy
3,369
+161
+5% +$7.93K 0.01% 889
2020
Q3 		$139K Buy
3,208
+2,092
+187% +$97.4K 0.01% 860
2020
Q2 		$53K Buy
+1,116
New +$52.7K ﹤0.01% 1150
2020
Q1 		– Sell
-15
Closed -$1K – 2466
2019
Q4 		$1K Buy
+15
New +$783 ﹤0.01% 2316
2019
Q3 		– Hold
0
– – – 2400

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