GoalVest Advisory’s Consolidated Water Co CWCO Stock Holding History

GoalVest Advisory’s Portfolio CWCO Stock Details CWCO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$35.3K	Hold
2025 Q2	$30K	Hold
2025 Q1	$24.5K	Hold
2024 Q4	$25.9K	Hold
2024 Q3	$25.2K	Hold
2024 Q2	$26.5K	Hold
2024 Q1	$29.3K	Buy