Farther Finance Advisors’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 | $2.34K | Hold |
78
| – | – | ﹤0.01% | 3641 |
|
|
2025
Q1 | $1.91K | Sell |
78
-10
| -11% | -$244 | ﹤0.01% | 3413 |
|
|
2024
Q4 | $2.28K | Hold |
88
| – | – | ﹤0.01% | 2947 |
|
|
2024
Q3 | $2.22K | Hold |
88
| – | – | ﹤0.01% | 2958 |
|
|
2024
Q2 | $2.28K | Buy |
88
+1
| +1% | +$26 | ﹤0.01% | 2741 |
|
|
2024
Q1 | $2.32K | Hold |
87
| – | – | ﹤0.01% | 2429 |
|
|
2023
Q4 | $3.1K | Buy |
87
+10
| +13% | +$356 | ﹤0.01% | 2228 |
|
|
2023
Q3 | $2.19K | Hold |
77
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q2 | $1.87K | Hold |
77
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q1 | $1.27K | Hold |
77
| – | – | ﹤0.01% | 1788 |
|
|
2022
Q4 | $1.14K | Buy |
+77
| New | +$1.14K | ﹤0.01% | 1617 |
|