VFA
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Valeo Financial Advisors’s California Water Service CWT Stock Holding History

Valeo Financial Advisors’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
-144
Closed -$8K – 808
2021
Q1 		$8K Buy
144
+12
+9% +$665 ﹤0.01% 1410
2020
Q4 		$7K Hold
132
– – ﹤0.01% 1277
2020
Q3 		$6K Hold
132
– – ﹤0.01% 1201
2020
Q2 		$6K Hold
132
– – ﹤0.01% 1437
2020
Q1 		$7K Buy
132
+8
+6% +$415 ﹤0.01% 1195
2019
Q4 		$6K Hold
124
– – ﹤0.01% 1228
2019
Q3 		$7K Hold
124
– – ﹤0.01% 1111
2019
Q2 		$6K Buy
+124
New +$6.23K ﹤0.01% 1146
2018
Q3 		– Sell
-125
Closed -$5K – 1791
2018
Q2 		$5K Buy
+125
New +$4.89K ﹤0.01% 1125

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