EIA
Eldridge Investment Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,250
| Closed | -$292K | – | 95 |
|
|
2019
Q3 | $292K | Hold |
3,250
| – | – | 0.15% | 74 |
|
|
2019
Q2 | $245K | Hold |
3,250
| – | – | 0.13% | 73 |
|
|
2019
Q1 | $232K | Hold |
3,250
| – | – | 0.12% | 76 |
|
|
2018
Q4 | $218K | Buy |
+3,250
| New | +$218K | 0.13% | 74 |
|
|
2018
Q3 | – | Sell |
-3,500
| Closed | -$200K | – | 69 |
|
|
2018
Q2 | $200K | Buy |
+3,500
| New | +$200K | 0.14% | 64 |
|
|
2018
Q1 | – | Sell |
-4,142
| Closed | -$235K | – | 61 |
|
|
2017
Q4 | $235K | Buy |
+4,142
| New | +$235K | 0.18% | 49 |
|