Lyell Wealth Management’s Global Water Resources GWRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,750
| Closed | -$112K | – | 123 |
|
|
2019
Q2 | $112K | Hold |
10,750
| – | – | 0.03% | 121 |
|
|
2019
Q1 | $105K | Hold |
10,750
| – | – | 0.04% | 117 |
|
|
2018
Q4 | $109K | Hold |
10,750
| – | – | 0.05% | 107 |
|
|
2018
Q3 | $114K | Hold |
10,750
| – | – | 0.04% | 117 |
|
|
2018
Q2 | $101K | Buy |
+10,750
| New | +$101K | 0.04% | 109 |
|