Willow Creek Wealth Management’s California Water Service CWT Stock Holding History

Willow Creek Wealth Management’s Portfolio CWT Stock Details CWT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$784K	Buy
2022 Q4	–	Sell
2022 Q3	$796K	Buy
2022 Q2	$838K	Buy
2018 Q2	–	Sell
2018 Q1	$543K	Sell
2017 Q4	$662K	Buy