CLA (CliftonLarsonAllen) Wealth Advisors’s American States Water AWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$2.63K	0.13%	87
2018 Q3	$1.22M	Buy	19,917 +41	+0.2%	+$2.46K	0.11%	83
2018 Q2	$1.14M	Hold	19,876	–	–	0.11%	83
2018 Q1	$1.05M	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	+$684K	0.16%	62