LPL Financial’s Consolidated Water Co CWCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $923K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $293K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $167K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $173K | Buy |
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|
2018
Q4 | $157K | Buy |
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|
2018
Q3 | $170K | Buy |
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|
2018
Q2 | $148K | Sell |
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|
2018
Q1 | $171K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $218K | Sell |
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|
2016
Q3 | $259K | Sell |
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|
2016
Q2 | $314K | Sell |
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|
2016
Q1 | $569K | Sell |
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|
2015
Q4 | $654K | Buy |
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|
2015
Q3 | $323K | Sell |
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|
2015
Q2 | $404K | Buy |
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|
2015
Q1 | $140K | Sell |
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|
2014
Q4 | $146K | Sell |
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|
2014
Q3 | $270K | Sell |
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|
2014
Q2 | $327K | Sell |
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|
2014
Q1 | $411K | Buy |
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|
2013
Q4 | $385K | Buy |
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|
2013
Q3 | $291K | Sell |
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|
2013
Q2 | $234K | Buy |
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