Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $13K | Sell |
161
-8
| -5% | -$646 | ﹤0.01% | 1092 |
|
|
2021
Q2 | $13K | Sell |
169
-3
| -2% | -$231 | ﹤0.01% | 1046 |
|
|
2021
Q1 | $13K | Sell |
172
-11
| -6% | -$831 | ﹤0.01% | 934 |
|
|
2020
Q4 | $14K | Hold |
183
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $13K | Buy |
183
+40
| +28% | +$2.84K | ﹤0.01% | 709 |
|
|
2020
Q2 | $11K | Buy |
143
+23
| +19% | +$1.77K | ﹤0.01% | 712 |
|
|
2020
Q1 | $9K | Buy |
120
+18
| +18% | +$1.35K | ﹤0.01% | 681 |
|
|
2019
Q4 | $8K | Hold |
102
| – | – | ﹤0.01% | 816 |
|
|
2019
Q3 | $9K | Hold |
102
| – | – | ﹤0.01% | 736 |
|
|
2019
Q2 | $7K | Hold |
102
| – | – | ﹤0.01% | 849 |
|
|
2019
Q1 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 746 |
|