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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$26.3K Buy
2025
Q2
$17.3K Buy
2025
Q1
$8.92K Sell
2024
Q4
$17.2K Buy
2024
Q3
$2.98K Buy