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Avantax Advisory Services’s American States Water AWR Stock Holding History

Avantax Advisory Services’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$490K Sell
6,394
-479
-7% -$36.7K ﹤0.01% 1594
2025
Q1 		$541K Sell
6,873
-375
-5% -$29.5K ﹤0.01% 1457
2024
Q4 		$563K Buy
7,248
+4,769
+192% +$371K ﹤0.01% 1365
2024
Q3 		$206K Buy
+2,479
New +$206K ﹤0.01% 1993