Carson Wealth (CWM LLC)’s Consolidated Water Co CWCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Sell |
1,221
-639
| -34% | -$19.4K | ﹤0.01% | 3493 |
|
|
2025
Q1 | $46K | Buy |
1,860
+1,294
| +229% | +$32K | ﹤0.01% | 3042 |
|
|
2024
Q4 | $15K | Buy |
566
+244
| +76% | +$6.47K | ﹤0.01% | 3619 |
|
|
2024
Q3 | $8K | Buy |
322
+80
| +33% | +$1.99K | ﹤0.01% | 3877 |
|
|
2024
Q2 | $6K | Buy |
242
+90
| +59% | +$2.23K | ﹤0.01% | 3755 |
|
|
2024
Q1 | $4K | Sell |
152
-889
| -85% | -$23.4K | ﹤0.01% | 3741 |
|
|
2023
Q4 | $37K | Buy |
1,041
+4
| +0.4% | +$142 | ﹤0.01% | 2352 |
|
|
2023
Q3 | $30K | Buy |
1,037
+41
| +4% | +$1.19K | ﹤0.01% | 2404 |
|
|
2023
Q2 | $24K | Buy |
996
+5
| +0.5% | +$120 | ﹤0.01% | 2506 |
|
|
2023
Q1 | $16K | Buy |
991
+5
| +0.5% | +$81 | ﹤0.01% | 2640 |
|
|
2022
Q4 | $15K | Buy |
986
+5
| +0.5% | +$76 | ﹤0.01% | 2544 |
|
|
2022
Q3 | $15K | Buy |
+981
| New | +$15K | ﹤0.01% | 2410 |
|