Coppell Advisory Solutions’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
Q1 | – | Sell |
-13
| Closed | -$1.02K | – | 452 |
|
|
2024
Q4 | $1.02K | Sell |
13
-274
| -95% | -$21.4K | ﹤0.01% | 1664 |
|
|
2024
Q3 | $23.7K | Buy |
287
+1
| +0.3% | +$83 | ﹤0.01% | 791 |
|
|
2024
Q2 | $20.7K | Buy |
+286
| New | +$20.7K | ﹤0.01% | 772 |
|
|
2023
Q4 | $6.59K | Buy |
+82
| New | +$6.59K | ﹤0.01% | 1041 |
|
|
2023
Q3 | – | Sell |
-13
| Closed | -$1.13K | – | 1228 |
|
|
2023
Q2 | $1.13K | Buy |
+13
| New | +$1.13K | ﹤0.01% | 1123 |
|