Atherton Lane Advisers’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $336K | Hold |
8,000
| – | – | 0.02% | 167 |
|
|
2015
Q3 | $331K | Hold |
8,000
| – | – | 0.02% | 165 |
|
|
2015
Q2 | $299K | Hold |
8,000
| – | – | 0.02% | 189 |
|
|
2015
Q1 | $319K | Hold |
8,000
| – | – | 0.02% | 205 |
|
|
2014
Q4 | $301K | Hold |
8,000
| – | – | 0.02% | 224 |
|
|
2014
Q3 | $243K | Hold |
8,000
| – | – | 0.01% | 235 |
|
|
2014
Q2 | $266K | Hold |
8,000
| – | – | 0.01% | 234 |
|
|
2014
Q1 | $258K | Hold |
8,000
| – | – | 0.02% | 136 |
|
|
2013
Q4 | $230K | Hold |
8,000
| – | – | 0.01% | 138 |
|
|
2013
Q3 | $220K | Hold |
8,000
| – | – | 0.02% | 131 |
|
|
2013
Q2 | $215K | Buy |
+8,000
| New | +$215K | 0.02% | 129 |
|