Wealthcare Advisory Partners’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 |
-675
| Closed | -$9K | – | 827 |
|
|
2021
Q1 | $9K | Buy |
+675
| New | +$9K | ﹤0.01% | 1478 |
|
|
2020
Q2 | – | Sell |
-656
| Closed | -$11K | – | 525 |
|
|
2020
Q1 | $11K | Buy |
656
+3
| +0.5% | +$50 | ﹤0.01% | 894 |
|
|
2019
Q4 | $11K | Buy |
653
+3
| +0.5% | +$51 | ﹤0.01% | 906 |
|
|
2019
Q3 | $11K | Hold |
650
| – | – | ﹤0.01% | 889 |
|
|
2019
Q2 | $9K | Hold |
650
| – | – | ﹤0.01% | 930 |
|
|
2019
Q1 | $8K | Hold |
650
| – | – | ﹤0.01% | 859 |
|
|
2018
Q4 | $8K | Hold |
650
| – | – | ﹤0.01% | 833 |
|
|
2018
Q3 | $9K | Buy |
+650
| New | +$9K | ﹤0.01% | 864 |
|