Williams Jones Wealth Management’s Pure Cycle PCYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$157K | – | 580 |
|
|
2022
Q4 | $157K | Hold |
15,000
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $125K | Hold |
15,000
| – | – | ﹤0.01% | 526 |
|
|
2022
Q2 | $158K | Hold |
15,000
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $180K | Hold |
15,000
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $219K | Hold |
15,000
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $200K | Buy |
+15,000
| New | +$200K | ﹤0.01% | 456 |
|