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True Wealth Design’s California Water Service CWT Stock Holding History

True Wealth Design’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.3K Buy
381
+197
+107% +$8.96K 0.01% 416
2025
Q1 		$8.92K Sell
184
-196
-52% -$9.5K ﹤0.01% 508
2024
Q4 		$17.2K Buy
380
+325
+591% +$14.7K 0.01% 340
2024
Q3 		$2.98K Buy
+55
New +$2.98K ﹤0.01% 688