JFS Wealth 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 | $4.01K | Buy |
134
+1
| +0.8% | +$30 | ﹤0.01% | 1158 |
|
|
2025
Q1 | $3.26K | Buy |
133
+1
| +0.8% | +$24 | ﹤0.01% | 1287 |
|
|
2024
Q4 | $3.43K | Hold |
132
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q3 | $3.33K | Buy |
132
+1
| +0.8% | +$25 | ﹤0.01% | 1274 |
|
|
2024
Q2 | $3.49K | Hold |
131
| – | – | ﹤0.01% | 1211 |
|
|
2024
Q1 | $3.84K | Hold |
131
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q4 | $4.65K | Buy |
131
+1
| +0.8% | +$35 | ﹤0.01% | 1089 |
|
|
2023
Q3 | $3.7K | Hold |
130
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q2 | $3.14K | Buy |
130
+1
| +0.8% | +$24 | ﹤0.01% | 1208 |
|
|
2023
Q1 | $2.12K | Buy |
129
+1
| +0.8% | +$16 | ﹤0.01% | 1336 |
|
|
2022
Q4 | $1.9K | Hold |
128
| – | – | ﹤0.01% | 1397 |
|
|
2022
Q3 | $2K | Buy |
128
+1
| +0.8% | +$16 | ﹤0.01% | 1300 |
|
|
2022
Q2 | $2K | Buy |
127
+1
| +0.8% | +$16 | ﹤0.01% | 1298 |
|
|
2022
Q1 | $1K | Buy |
126
+1
| +0.8% | +$8 | ﹤0.01% | 1614 |
|
|
2021
Q4 | $1K | Buy |
125
+1
| +0.8% | +$8 | ﹤0.01% | 1314 |
|
|
2021
Q3 | $1K | Buy |
124
+1
| +0.8% | +$8 | ﹤0.01% | 804 |
|
|
2021
Q2 | $1K | Buy |
123
+1
| +0.8% | +$8 | ﹤0.01% | 572 |
|
|
2021
Q1 | $2K | Buy |
122
+1
| +0.8% | +$16 | ﹤0.01% | 540 |
|
|
2020
Q4 | $1K | Buy |
121
+1
| +0.8% | +$8 | ﹤0.01% | 554 |
|
|
2020
Q3 | $1K | Hold |
120
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $2K | Buy |
120
+1
| +0.8% | +$17 | ﹤0.01% | 485 |
|
|
2020
Q1 | $2K | Buy |
119
+1
| +0.8% | +$17 | ﹤0.01% | 434 |
|
|
2019
Q4 | $2K | Hold |
118
| – | – | ﹤0.01% | 453 |
|
|
2019
Q3 | $2K | Buy |
118
+1
| +0.9% | +$17 | ﹤0.01% | 447 |
|
|
2019
Q2 | $2K | Buy |
117
+1
| +0.9% | +$17 | ﹤0.01% | 431 |
|
|
2019
Q1 | $1K | Hold |
116
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $1K | Buy |
116
+1
| +0.9% | +$9 | ﹤0.01% | 432 |
|
|
2018
Q3 | $2K | Buy |
115
+1
| +0.9% | +$17 | ﹤0.01% | 493 |
|
|
2018
Q2 | $1K | Buy |
114
+1
| +0.9% | +$9 | ﹤0.01% | 440 |
|
|
2018
Q1 | $2K | Hold |
113
| – | – | ﹤0.01% | 476 |
|
|
2017
Q4 | $1K | Buy |
113
+1
| +0.9% | +$9 | ﹤0.01% | 502 |
|
|
2017
Q3 | $1K | Buy |
112
+1
| +0.9% | +$9 | ﹤0.01% | 427 |
|
|
2017
Q2 | $1K | Buy |
111
+1
| +0.9% | +$9 | ﹤0.01% | 403 |
|
|
2017
Q1 | $1K | Hold |
110
| – | – | ﹤0.01% | 422 |
|
|
2016
Q4 | $1K | Buy |
110
+1
| +0.9% | +$9 | ﹤0.01% | 422 |
|
|
2016
Q3 | $1K | Hold |
109
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $1K | Buy |
109
+1
| +0.9% | +$9 | ﹤0.01% | 477 |
|
|
2016
Q1 | $1K | Buy |
108
+1
| +0.9% | +$9 | ﹤0.01% | 561 |
|
|
2015
Q4 | $1K | Hold |
107
| – | – | ﹤0.01% | 516 |
|
|
2015
Q3 | $1K | Buy |
107
+1
| +0.9% | +$9 | ﹤0.01% | 451 |
|
|
2015
Q2 | $1K | Buy |
106
+1
| +1% | +$9 | ﹤0.01% | 482 |
|
|
2015
Q1 | $1K | Buy |
105
+1
| +1% | +$10 | ﹤0.01% | 481 |
|
|
2014
Q4 | $1K | Hold |
104
| – | – | ﹤0.01% | 498 |
|
|
2014
Q3 | $1K | Buy |
104
+1
| +1% | +$10 | ﹤0.01% | 455 |
|
|
2014
Q2 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 452 |
|