Bell Investment Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15K | Buy |
28
+1
| +4% | +$77 | ﹤0.01% | 1343 |
|
|
2025
Q1 | $2.13K | Buy |
27
+7
| +35% | +$551 | ﹤0.01% | 1290 |
|
|
2024
Q4 | $1.56K | Hold |
20
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q3 | $1.67K | Sell |
20
-7
| -26% | -$583 | ﹤0.01% | 1423 |
|
|
2024
Q2 | $1.96K | Sell |
27
-3
| -10% | -$218 | ﹤0.01% | 1363 |
|
|
2024
Q1 | $2.17K | Sell |
30
-15
| -33% | -$1.08K | ﹤0.01% | 1323 |
|
|
2023
Q4 | $3.62K | Sell |
45
-13
| -22% | -$1.05K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $4.56K | Hold |
58
| – | – | ﹤0.01% | 859 |
|
|
2023
Q2 | $5.05K | Sell |
58
-48
| -45% | -$4.18K | ﹤0.01% | 819 |
|
|
2023
Q1 | $9.42K | Hold |
106
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $9.81K | Buy |
106
+3
| +3% | +$278 | ﹤0.01% | 494 |
|
|
2022
Q3 | $8K | Buy |
103
+10
| +11% | +$777 | ﹤0.01% | 471 |
|
|
2022
Q2 | $8K | Buy |
+93
| New | +$8K | ﹤0.01% | 484 |
|
|
2021
Q4 | $10K | Buy |
98
+34
| +53% | +$3.47K | ﹤0.01% | 478 |
|
|
2021
Q3 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 685 |
|