Arkadios Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-964
| Closed | -$82K | – | 659 |
|
|
2021
Q3 | $82K | Sell |
964
-81
| -8% | -$6.89K | 0.01% | 735 |
|
|
2021
Q2 | $83K | Buy |
1,045
+967
| +1,240% | +$76.8K | 0.01% | 778 |
|
|
2021
Q1 | $5K | Buy |
78
+27
| +53% | +$1.73K | ﹤0.01% | 1346 |
|
|
2020
Q4 | $4K | Sell |
51
-318
| -86% | -$24.9K | ﹤0.01% | 1141 |
|
|
2020
Q3 | $28.6K | Sell |
369
-43
| -10% | -$3.34K | 0.01% | 522 |
|
|
2020
Q2 | $31.5K | Buy |
+412
| New | +$31.5K | 0.02% | 457 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$463 | – | 1214 |
|
|
2019
Q4 | $463 | Buy |
+5
| New | +$463 | ﹤0.01% | 933 |
|