Diligent Investors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,982
| Closed | -$205K | – | 275 |
|
|
2021
Q4 | $205K | Buy |
+1,982
| New | +$205K | 0.06% | 249 |
|
|
2020
Q2 | – | Sell |
-2,550
| Closed | -$208K | – | 202 |
|
|
2020
Q1 | $208K | Hold |
2,550
| – | – | 0.12% | 148 |
|
|
2019
Q4 | $221K | Hold |
2,550
| – | – | 0.1% | 186 |
|
|
2019
Q3 | $229K | Buy |
+2,550
| New | +$229K | 0.11% | 182 |
|