Carson Wealth (CWM LLC)’s Global Water Resources GWRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
13,986
+918
| +7% | +$9.39K | ﹤0.01% | 2431 |
|
|
2025
Q1 | $135K | Buy |
13,068
+22
| +0.2% | +$227 | ﹤0.01% | 2175 |
|
|
2024
Q4 | $150K | Buy |
13,046
+32
| +0.2% | +$368 | ﹤0.01% | 2018 |
|
|
2024
Q3 | $164K | Buy |
13,014
+101
| +0.8% | +$1.27K | ﹤0.01% | 1866 |
|
|
2024
Q2 | $156K | Buy |
12,913
+114
| +0.9% | +$1.38K | ﹤0.01% | 1718 |
|
|
2024
Q1 | $164K | Buy |
12,799
+33
| +0.3% | +$423 | ﹤0.01% | 1603 |
|
|
2023
Q4 | $167K | Buy |
12,766
+1,970
| +18% | +$25.8K | ﹤0.01% | 1495 |
|
|
2023
Q3 | $105K | Buy |
10,796
+10,786
| +107,860% | +$105K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4280 |
|