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True Wealth Design’s Consolidated Water Co CWCO Stock Holding History

True Wealth Design’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$301 Sell
10
-147
-94% -$4.43K ﹤0.01% 1930
2025
Q1 		$3.85K Buy
157
+41
+35% +$1K ﹤0.01% 768
2024
Q4 		$3K Buy
116
+98
+544% +$2.54K ﹤0.01% 645
2024
Q3 		$454 Buy
+18
New +$454 ﹤0.01% 1117