GoalVest Advisory’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 | $30K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $24.5K | Hold |
1,000
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $25.9K | Hold |
1,000
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $25.2K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $26.5K | Hold |
1,000
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $29.3K | Buy |
+1,000
| New | +$29.3K | 0.01% | 231 |
|