Wealthspire Advisors (Maryland)’s Consolidated Water Co CWCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-300
| Closed | -$4K | – | 829 |
|
|
2019
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 1888 |
|
|
2018
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1925 |
|
|
2018
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 1886 |
|
|
2018
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 1866 |
|
|
2018
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 1892 |
|
|
2017
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 1891 |
|
|
2017
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 1836 |
|
|
2017
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 1810 |
|
|
2017
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 1614 |
|
|
2016
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1467 |
|
|
2016
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 1375 |
|
|
2016
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 1381 |
|
|
2015
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 1387 |
|