WP
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WealthPLAN Partners’s California Water Service CWT Stock Holding History

WealthPLAN Partners’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-333
Closed -$19.4K – 1288
2023
Q1 		$19.4K Buy
+333
New +$19.4K ﹤0.01% 735