Avior Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $164K | Hold |
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|
2024
Q3 | $176K | Hold |
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|
2024
Q2 | $153K | Sell |
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|
2024
Q1 | $153K | Buy |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $131K | Hold |
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|
2023
Q1 | $134K | Buy |
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|
2022
Q4 | $92.5K | Hold |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $81K | Hold |
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|
2022
Q1 | $89K | Sell |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $85K | Hold |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $79K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $81K | Hold |
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|
2019
Q4 | $86K | Hold |
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|
2019
Q3 | $89K | Sell |
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|
2019
Q2 | $90K | Hold |
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|
2019
Q1 | $85K | Hold |
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|
2018
Q4 | $80K | Hold |
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|
2018
Q3 | $73K | Sell |
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|
2018
Q2 | $126K | Hold |
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|
2018
Q1 | $117K | Hold |
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|
2017
Q4 | $127K | Hold |
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|
2017
Q3 | $108K | Hold |
|
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $97K | Hold |
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|
2016
Q4 | $100K | Hold |
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|
2016
Q3 | $88K | Hold |
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|
2016
Q2 | $96K | Hold |
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|
2016
Q1 | $87K | Hold |
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|
2015
Q4 | $92K | Hold |
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|
2015
Q3 | $91K | Buy |
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|
2015
Q2 | $37K | Hold |
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|
2015
Q1 | $40K | Hold |
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|
2014
Q4 | $38K | Hold |
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|
2014
Q3 | $30K | Hold |
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|
2014
Q2 | $33K | Buy |
|