AWM
CTWS
Aevitas Wealth Management’s Connecticut Water Service Inc CTWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-303
| Closed | -$20K | – | 391 |
|
|
2019
Q1 | $20K | Sell |
303
-31
| -9% | -$2.05K | 0.02% | 257 |
|
|
2018
Q4 | $22K | Buy |
334
+2
| +0.6% | +$132 | 0.02% | 245 |
|
|
2018
Q3 | $23K | Buy |
332
+1
| +0.3% | +$69 | 0.02% | 279 |
|
|
2018
Q2 | $22K | Buy |
331
+2
| +0.6% | +$133 | 0.02% | 270 |
|
|
2018
Q1 | $20K | Buy |
329
+2
| +0.6% | +$122 | 0.02% | 259 |
|
|
2017
Q4 | $19K | Buy |
+327
| New | +$19K | 0.02% | 264 |
|