Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Global Water Resources, Inc. | 4,889.875 | reported | 08 May 2026 | tx 12+2,078.87−1,211 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | Global Water Resources, Inc. | 2,000 | 7.07 USD | |
| 08 May 2026 | TAX_WITHHOLDING | Global Water Resources, Inc. | 598 | 7.07 USD | |
| 27 Nov 2024 | PURCHASE | Global Water Resources, Inc. | 6.58 | 13.23 USD | |
| 30 Dec 2024 | PURCHASE | Global Water Resources, Inc. | 7.7 | 11.44 USD | |
| 31 Jan 2025 | PURCHASE | Global Water Resources, Inc. | 7.59 | 11.64 USD | |
| 30 Sept 2024 | PURCHASE | Global Water Resources, Inc. | 7 | 12.57 USD | |
| 11 Sept 2024 | PURCHASE | Global Water Resources, Inc. | 6 | 12.74 USD | |
| 15 Aug 2024 | PURCHASE | Global Water Resources, Inc. | 13 | 11.60 USD | |
| 31 May 2024 | PURCHASE | Global Water Resources, Inc. | 4 | 12.97 USD | |
| 14 May 2024 | TAX_WITHHOLDING | Global Water Resources, Inc. | 613 | 12.83 USD | |
| 13 May 2024 | PURCHASE | Global Water Resources, Inc. | 23 | 12.77 USD | |
| 15 Dec 2023 | PURCHASE | Global Water Resources, Inc. | 4 | 13.08 USD |