Avantax Planning Partners’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $245K | Sell |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $247K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $359K | Hold |
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|
2019
Q3 | $372K | Hold |
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|
2019
Q2 | $315K | Hold |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $278K | Buy |
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|
2018
Q3 | $99K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $243K | Buy |
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|
2017
Q2 | $208K | Buy |
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