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
2025
Q1
$235K Sell
2024
Q4
$267K Sell
2024
Q3
$265K Sell
2024
Q2
$295K Hold
2024
Q1
$326K Hold
2023
Q4
$396K Hold
2023
Q3
$316K Sell
2023
Q2
$273K Buy
2023
Q1
$174K Buy
2022
Q1
Sell
2021
Q4
$154K Sell
2021
Q3
$304K Buy