Steward Partners Investment Advisory’s Connecticut Water Service Inc CTWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-130
| Closed | -$9K | – | 2869 |
|
|
2019
Q3 | $9K | Sell |
130
-200
| -61% | -$13.8K | ﹤0.01% | 2072 |
|
|
2019
Q2 | $23K | Buy |
+330
| New | +$23K | ﹤0.01% | 1666 |
|
|
2018
Q4 | – | Sell |
-178
| Closed | -$12K | – | 2516 |
|
|
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 | +$12K | ﹤0.01% | 1313 |
|