Carson Wealth (CWM LLC)’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
Q3 | $72K | Buy |
|
|||||
|
2025
Q2 | $37K | Sell |
|
|||||
|
2025
Q1 | $46K | Buy |
|
|||||
|
2024
Q4 | $15K | Buy |
|
|||||
|
2024
Q3 | $8K | Buy |
|
|||||
|
2024
Q2 | $6K | Buy |
|
|||||
|
2024
Q1 | $4K | Sell |
|
|||||
|
2023
Q4 | $37K | Buy |
|
|||||
|
2023
Q3 | $30K | Buy |
|
|||||
|
2023
Q2 | $24K | Buy |
|
|||||
|
2023
Q1 | $16K | Buy |
|
|||||
|
2022
Q4 | $15K | Buy |
|
|||||
|
2022
Q3 | $15K | Buy |
|