Sowell Financial Services’s Consolidated Water Co CWCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-737
| Closed | -$9K | – | 1006 |
|
|
2021
Q1 | $9K | Sell |
737
-442
| -37% | -$5.4K | ﹤0.01% | 2356 |
|
|
2020
Q4 | $14K | Hold |
1,179
| – | – | ﹤0.01% | 1878 |
|
|
2020
Q3 | $12K | Sell |
1,179
-155
| -12% | -$1.58K | ﹤0.01% | 1744 |
|
|
2020
Q2 | $19K | Sell |
1,334
-420
| -24% | -$5.98K | ﹤0.01% | 1475 |
|
|
2020
Q1 | $29K | Buy |
1,754
+449
| +34% | +$7.42K | ﹤0.01% | 1253 |
|
|
2019
Q4 | $21K | Buy |
1,305
+320
| +32% | +$5.15K | ﹤0.01% | 1414 |
|
|
2019
Q3 | $16K | Buy |
+985
| New | +$16K | ﹤0.01% | 1360 |
|