Abundance Wealth Counselors’s Consolidated Water Co CWCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,045
| Closed | -$341K | – | 148 |
|
|
2022
Q4 | $341K | Buy |
23,045
+1,337
| +6% | +$19.8K | 0.09% | 112 |
|
|
2022
Q3 | $334K | Buy |
21,708
+688
| +3% | +$10.6K | 0.1% | 102 |
|
|
2022
Q2 | $305K | Buy |
21,020
+2,558
| +14% | +$37.1K | 0.08% | 114 |
|
|
2022
Q1 | $204K | Buy |
18,462
+7,757
| +72% | +$85.7K | 0.06% | 139 |
|
|
2021
Q4 | $114K | Buy |
+10,705
| New | +$114K | 0.03% | 116 |
|