Atria Wealth Solutions’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,588
| Closed | -$201K | – | 1857 |
|
|
2024
Q4 | $201K | Buy |
+2,588
| New | +$201K | ﹤0.01% | 1801 |
|
|
2024
Q2 | – | Sell |
-3,034
| Closed | -$219K | – | 1910 |
|
|
2024
Q1 | $219K | Buy |
3,034
+252
| +9% | +$18.2K | ﹤0.01% | 1756 |
|
|
2023
Q4 | $224K | Buy |
+2,782
| New | +$224K | ﹤0.01% | 1690 |
|
|
2023
Q1 | – | Sell |
-2,166
| Closed | -$200K | – | 1852 |
|
|
2022
Q4 | $200K | Buy |
+2,166
| New | +$200K | ﹤0.01% | 1604 |
|