Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s California Water Service CWT Stock Holding History

Wealth Enhancement Advisory Services’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 		$518K Buy
11,317
+511
+5% +$23.4K ﹤0.01% 2186
2025
Q1 		$524K Buy
10,806
+272
+3% +$13.2K ﹤0.01% 2018
2024
Q4 		$477K Buy
10,534
+4,542
+76% +$206K ﹤0.01% 2009
2024
Q3 		$325K Buy
5,992
+686
+13% +$37.2K ﹤0.01% 2102
2024
Q2 		$257K Buy
+5,306
New +$257K ﹤0.01% 2090