Avantax Advisory Services’s Consolidated Water Co CWCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
8,484
-1,491
-15% -$44.8K ﹤0.01% 2041
2025
Q1
$244K Buy
+9,975
New +$244K ﹤0.01% 1974