Charles Schwab’s Global Water Resources GWRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
|
|||||
|
2025
Q1 | $362K | Buy |
|
|||||
|
2024
Q4 | $352K | Hold |
|
|||||
|
2024
Q3 | $386K | Hold |
|
|||||
|
2024
Q2 | $371K | Hold |
|
|||||
|
2024
Q1 | $394K | Hold |
|
|||||
|
2023
Q4 | $401K | Hold |
|
|||||
|
2023
Q3 | $299K | Hold |
|
|||||
|
2023
Q2 | $389K | Sell |
|
|||||
|
2023
Q1 | $437K | Hold |
|
|||||
|
2022
Q4 | $466K | Hold |
|
|||||
|
2022
Q3 | $412K | Buy |
|
|||||
|
2022
Q2 | $434K | Buy |
|
|||||
|
2022
Q1 | $544K | Hold |
|
|||||
|
2021
Q4 | $559K | Buy |
|
|||||
|
2021
Q3 | $580K | Buy |
|
|||||
|
2021
Q2 | $527K | Sell |
|
|||||
|
2021
Q1 | $536K | Buy |
|
|||||
|
2020
Q4 | $448K | Hold |
|
|||||
|
2020
Q3 | $335K | Sell |
|
|||||
|
2020
Q2 | $346K | Buy |
|
|||||
|
2020
Q1 | $316K | Buy |
|
|||||
|
2019
Q4 | $384K | Hold |
|
|||||
|
2019
Q3 | $346K | Hold |
|
|||||
|
2019
Q2 | $305K | Buy |
|
|||||
|
2019
Q1 | $259K | Buy |
|
|||||
|
2018
Q4 | $221K | Hold |
|
|||||
|
2018
Q3 | $230K | Buy |
|
|||||
|
2018
Q2 | $141K | Hold |
|
|||||
|
2018
Q1 | $135K | Hold |
|
|||||
|
2017
Q4 | $141K | Hold |
|
|||||
|
2017
Q3 | $142K | Hold |
|
|||||
|
2017
Q2 | $149K | Hold |
|
|||||
|
2017
Q1 | $131K | Hold |
|
|||||
|
2016
Q4 | $137K | Hold |
|
|||||
|
2016
Q3 | $121K | Hold |
|
|||||
|
2016
Q2 | $132K | Buy |
|