CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-19,876
| Closed | -$1.33M | – | 113 |
|
|
2018
Q4 | $1.33M | Sell |
19,876
-41
| -0.2% | -$2.75K | 0.13% | 87 |
|
|
2018
Q3 | $1.22M | Buy |
19,917
+41
| +0.2% | +$2.51K | 0.11% | 83 |
|
|
2018
Q2 | $1.14M | Hold |
19,876
| – | – | 0.11% | 83 |
|
|
2018
Q1 | $1.06M | Hold |
19,876
| – | – | 0.11% | 88 |
|
|
2017
Q4 | $1.15M | Hold |
19,876
| – | – | 0.12% | 81 |
|
|
2017
Q3 | $979K | Hold |
19,876
| – | – | 0.1% | 95 |
|
|
2017
Q2 | $942K | Hold |
19,876
| – | – | 0.11% | 93 |
|
|
2017
Q1 | $881K | Hold |
19,876
| – | – | 0.1% | 98 |
|
|
2016
Q4 | $906K | Hold |
19,876
| – | – | 0.1% | 95 |
|
|
2016
Q3 | $796K | Hold |
19,876
| – | – | 0.1% | 97 |
|
|
2016
Q2 | $871K | Hold |
19,876
| – | – | 0.13% | 80 |
|
|
2016
Q1 | $782K | Hold |
19,876
| – | – | 0.12% | 79 |
|
|
2015
Q4 | $834K | Hold |
19,876
| – | – | 0.14% | 81 |
|
|
2015
Q3 | $823K | Hold |
19,876
| – | – | 0.15% | 84 |
|
|
2015
Q2 | $743K | Hold |
19,876
| – | – | 0.15% | 85 |
|
|
2015
Q1 | $793K | Hold |
19,876
| – | – | 0.18% | 67 |
|
|
2014
Q4 | $749K | Buy |
+19,876
| New | +$749K | 0.16% | 62 |
|