Boston Private Bank & Trust’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-300
| Closed | -$10K | – | 1040 |
|
|
2014
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 818 |
|
|
2014
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 845 |
|
|
2013
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 852 |
|
|
2013
Q3 | $8K | Sell |
300
-388
| -56% | -$10.3K | ﹤0.01% | 826 |
|
|
2013
Q2 | $18K | Buy |
+688
| New | +$18K | ﹤0.01% | 684 |
|