EWM
Evercore Wealth Management’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$12K | – | 388 |
|
|
2017
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 785 |
|
|
2017
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 791 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 828 |
|
|
2017
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 832 |
|
|
2016
Q4 | $9K | Sell |
200
-96
| -32% | -$4.32K | ﹤0.01% | 831 |
|
|
2016
Q3 | $12K | Hold |
296
| – | – | ﹤0.01% | 847 |
|
|
2016
Q2 | $13K | Hold |
296
| – | – | ﹤0.01% | 819 |
|
|
2016
Q1 | $12K | Hold |
296
| – | – | ﹤0.01% | 785 |
|
|
2015
Q4 | $12K | Buy |
296
+96
| +48% | +$3.89K | ﹤0.01% | 830 |
|
|
2015
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 856 |
|
|
2015
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 943 |
|
|
2015
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 888 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 761 |
|
|
2014
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 855 |
|
|
2014
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 887 |
|