Clarity Asset Management’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
$63.5K Sell
829
-31
-4% -$2.38K 0.04% 85
2025
Q1
$67.6K Sell
860
-151
-15% -$11.9K 0.04% 71
2024
Q4
$78.5K Sell
1,011
-6
-0.6% -$466 0.05% 66
2024
Q3
$84.7K Sell
1,017
-10
-1% -$833 0.06% 56
2024
Q2
$74.6K Buy
1,027
+15
+1% +$1.09K 0.05% 63
2024
Q1
$73.1K Buy
1,012
+67
+7% +$4.84K 0.05% 67
2023
Q4
$76K Buy
+945
New +$76K 0.06% 58