Advisornet Financial’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7K | Sell |
935
-8
| -0.8% | -$613 | ﹤0.01% | 862 |
|
|
2025
Q1 | $74.2K | Hold |
943
| – | – | 0.01% | 803 |
|
|
2024
Q4 | $73.3K | Hold |
943
| – | – | 0.01% | 762 |
|
|
2024
Q3 | $78.6K | Buy |
943
+8
| +0.9% | +$666 | 0.01% | 763 |
|
|
2024
Q2 | $67.9K | Sell |
935
-24
| -3% | -$1.74K | 0.01% | 732 |
|
|
2024
Q1 | $69.3K | Sell |
959
-257
| -21% | -$18.6K | 0.01% | 724 |
|
|
2023
Q4 | $97.8K | Buy |
1,216
+736
| +153% | +$59.2K | 0.01% | 650 |
|
|
2023
Q3 | $37.8K | Sell |
480
-202
| -30% | -$15.9K | ﹤0.01% | 867 |
|
|
2023
Q2 | $59.3K | Sell |
682
-78
| -10% | -$6.79K | 0.01% | 769 |
|
|
2023
Q1 | $67.5K | Hold |
760
| – | – | 0.01% | 714 |
|
|
2022
Q4 | $70.3K | Sell |
760
-5
| -0.7% | -$463 | 0.01% | 710 |
|
|
2022
Q3 | $60K | Buy |
765
+81
| +12% | +$6.35K | 0.01% | 793 |
|
|
2022
Q2 | $56K | Buy |
684
+15
| +2% | +$1.23K | 0.01% | 826 |
|
|
2022
Q1 | $60K | Sell |
669
-232
| -26% | -$20.8K | ﹤0.01% | 893 |
|
|
2021
Q4 | $93K | Buy |
901
+2
| +0.2% | +$206 | 0.01% | 833 |
|
|
2021
Q3 | $77K | Buy |
899
+3
| +0.3% | +$257 | 0.01% | 868 |
|
|
2021
Q2 | $71K | Sell |
896
-107
| -11% | -$8.48K | ﹤0.01% | 875 |
|
|
2021
Q1 | $76K | Sell |
1,003
-223
| -18% | -$16.9K | 0.01% | 821 |
|
|
2020
Q4 | $97K | Buy |
1,226
+5
| +0.4% | +$396 | 0.01% | 697 |
|
|
2020
Q3 | $92K | Sell |
1,221
-16
| -1% | -$1.21K | 0.01% | 690 |
|
|
2020
Q2 | $97K | Sell |
1,237
-44
| -3% | -$3.45K | 0.01% | 675 |
|
|
2020
Q1 | $105K | Sell |
1,281
-17
| -1% | -$1.39K | 0.01% | 598 |
|
|
2019
Q4 | $112K | Buy |
1,298
+3
| +0.2% | +$259 | 0.01% | 644 |
|
|
2019
Q3 | $116K | Buy |
1,295
+4
| +0.3% | +$358 | 0.01% | 632 |
|
|
2019
Q2 | $97K | Buy |
1,291
+3
| +0.2% | +$225 | 0.01% | 615 |
|
|
2019
Q1 | $92K | Buy |
1,288
+4
| +0.3% | +$286 | 0.01% | 573 |
|
|
2018
Q4 | $86K | Buy |
1,284
+4
| +0.3% | +$268 | 0.01% | 555 |
|
|
2018
Q3 | $78K | Buy |
1,280
+4
| +0.3% | +$244 | 0.01% | 604 |
|
|
2018
Q2 | $73K | Buy |
1,276
+5
| +0.4% | +$286 | 0.01% | 606 |
|
|
2018
Q1 | $67K | Buy |
1,271
+5
| +0.4% | +$264 | 0.01% | 622 |
|
|
2017
Q4 | $73K | Buy |
+1,266
| New | +$73K | 0.01% | 556 |
|