Synergy Investment 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
2025 Q2	–	Sell	-42	Closed	-$2.04K	–	182
2025 Q1	$2.04K	Hold	42	–	–	﹤0.01%	543
2024 Q4	$1.9K	Buy	+42	New	+$1.9K	﹤0.01%	572