TRUE Private Wealth Advisors’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	$327K	Hold	7,200	–	–	0.04%	198
2025 Q1	$349K	Hold	7,200	–	–	0.04%	168
2024 Q4	$326K	Hold	7,200	–	–	0.04%	173
2024 Q3	$390K	Hold	7,200	–	–	0.05%	142
2024 Q2	$349K	Hold	7,200	–	–	0.04%	203
2024 Q1	$335K	Hold	7,200	–	–	0.04%	216
2023 Q4	$373K	Hold	7,200	–	–	0.05%	195
2023 Q3	$341K	Hold	7,200	–	–	0.05%	178
2023 Q2	$372K	Hold	7,200	–	–	0.05%	154
2023 Q1	$419K	Hold	7,200	–	–	0.06%	138
2022 Q4	$437K	Hold	7,200	–	–	0.07%	125
2022 Q3	$379K	Hold	7,200	–	–	0.06%	128
2022 Q2	$399K	Hold	7,200	–	–	0.06%	135
2022 Q1	$373K	Hold	7,200	–	–	0.05%	153
2021 Q4	$517K	Hold	7,200	–	–	0.07%	146
2021 Q3	$424K	Hold	7,200	–	–	0.06%	157
2021 Q2	$399K	Hold	7,200	–	–	0.06%	153
2021 Q1	$406K	Hold	7,200	–	–	0.07%	149
2020 Q4	$389K	Hold	7,200	–	–	0.07%	140
2020 Q3	$312K	Hold	7,200	–	–	0.05%	151
2020 Q2	$343K	Hold	7,200	–	–	0.06%	136
2020 Q1	$362K	Hold	7,200	–	–	0.08%	117
2019 Q4	$371K	Hold	7,200	–	–	0.06%	154
2019 Q3	$381K	Hold	7,200	–	–	0.07%	139
2019 Q2	$364K	Hold	7,200	–	–	0.06%	140
2019 Q1	$390K	Hold	7,200	–	–	0.07%	129
2018 Q4	$343K	Hold	7,200	–	–	0.06%	171
2018 Q3	$309K	Hold	7,200	–	–	0.04%	215
2018 Q2	$280K	Buy	+7,200	New	+$280K	0.04%	216