CIBC Private Wealth Group’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 | $61.4K | Buy |
800
+550
| +220% | +$42.2K | ﹤0.01% | 1584 |
|
|
2025
Q1 | $18.8K | Hold |
250
| – | – | ﹤0.01% | 2016 |
|
|
2024
Q4 | $18.2K | Sell |
250
-300
| -55% | -$21.9K | ﹤0.01% | 2091 |
|
|
2024
Q3 | $45.8K | Hold |
550
| – | – | ﹤0.01% | 1809 |
|
|
2024
Q2 | $39.8K | Hold |
550
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q1 | $39.4K | Buy |
+550
| New | +$39.4K | ﹤0.01% | 1768 |
|