American Institute for Advanced Investment Management’s Consolidated Water Co CWCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $274K | Sell |
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2025
Q1 | $235K | Sell |
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2024
Q4 | $267K | Sell |
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2024
Q3 | $265K | Sell |
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2024
Q2 | $295K | Hold |
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2024
Q1 | $326K | Hold |
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2023
Q4 | $396K | Hold |
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2023
Q3 | $316K | Sell |
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2023
Q2 | $273K | Buy |
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2023
Q1 | $174K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $154K | Sell |
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2021
Q3 | $304K | Buy |
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