DiNuzzo Private Wealth’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 | $460 | Hold |
6
| – | – | ﹤0.01% | 1094 |
|
2025
Q1 | $473 | Hold |
6
| – | – | ﹤0.01% | 1065 |
|
2024
Q4 | $467 | Hold |
6
| – | – | ﹤0.01% | 1103 |
|
2024
Q3 | $500 | Hold |
6
| – | – | ﹤0.01% | 1110 |
|
2024
Q2 | $436 | Buy |
6
+1
| +20% | +$73 | ﹤0.01% | 1079 |
|
2024
Q1 | $362 | Hold |
5
| – | – | ﹤0.01% | 1076 |
|
2023
Q4 | $403 | Buy |
+5
| New | +$403 | ﹤0.01% | 1049 |
|