Disciplined Investments’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$435 | – | 230 |
|
|
2023
Q2 | $435 | Hold |
5
| – | – | ﹤0.01% | 1274 |
|
|
2023
Q1 | $444 | Sell |
5
-2
| -29% | -$178 | ﹤0.01% | 1270 |
|
|
2022
Q4 | $648 | Buy |
7
+1
| +17% | +$93 | ﹤0.01% | 1083 |
|
|
2022
Q3 | $0 | Buy |
6
+2
| +50% | – | ﹤0.01% | 1228 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1334 |
|