AWM
Aevitas Wealth Management’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-222
| Closed | -$15K | – | 117 |
|
|
2019
Q1 | $15K | Buy |
222
+1
| +0.5% | +$68 | 0.01% | 277 |
|
|
2018
Q4 | $15K | Buy |
221
+1
| +0.5% | +$68 | 0.02% | 271 |
|
|
2018
Q3 | $13K | Buy |
220
+1
| +0.5% | +$59 | 0.01% | 319 |
|
|
2018
Q2 | $13K | Buy |
219
+1
| +0.5% | +$59 | 0.01% | 303 |
|
|
2018
Q1 | $12K | Buy |
218
+1
| +0.5% | +$55 | 0.01% | 304 |
|
|
2017
Q4 | $13K | Buy |
+217
| New | +$13K | 0.01% | 295 |
|