Capital Advisors Ltd’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24
| Closed | -$2K | – | 1343 |
|
|
2023
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 989 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1280 |
|
|
2023
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1087 |
|
|
2023
Q1 | $1K | Sell |
6
-60
| -91% | -$10K | ﹤0.01% | 984 |
|
|
2022
Q4 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 613 |
|