Steward Partners Investment Advisory’s Connecticut Water Service Inc CTWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-130
Closed -$9K 2869
2019
Q3
$9K Sell
130
-200
-61% -$14K ﹤0.01% 2072
2019
Q2
$23K Buy
+330
New +$22.8K ﹤0.01% 1666
2018
Q4
Sell
-178
Closed -$12K 2512
2018
Q3
$12K Sell
178
-47
-21% -$3.17K ﹤0.01% 1820
2018
Q2
$15K Hold
225
﹤0.01% 1594
2018
Q1
$13K Hold
225
﹤0.01% 1504
2017
Q4
$12K Buy
+225
New +$13.7K ﹤0.01% 1313

Steward Partners Investment Advisory's CTWS Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Connecticut Water Service Inc (CTWS) in Q4 2019, closing a stake of 130 shares — an estimated $9K sold.

Steward Partners Investment Advisory first reported a position in CTWS in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q2 2019. 0 funds tracked by Wall St. Rank hold CTWS as of Q4 2019.

  • Steward Partners Investment Advisory reported no remaining Connecticut Water Service Inc position as of Q4 2019 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 130 Connecticut Water Service Inc shares in Q4 2019, an estimated $9K.
  • Steward Partners Investment Advisory first reported a position in Connecticut Water Service Inc in Q4 2017 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Connecticut Water Service Inc position peaked at $23K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Connecticut Water Service Inc as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.