Evergreen Capital Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $322K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $205K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $213K | Sell |
|
|||||
|
2023
Q2 | $282K | Buy |
|
|||||
|
2023
Q1 | $249K | Sell |
|
|||||
|
2022
Q4 | $262K | Buy |
|
|||||
|
2022
Q3 | $215K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $259K | Sell |
|
|||||
|
2019
Q4 | $387K | Hold |
|
|||||
|
2019
Q3 | $402K | Buy |
|
|||||
|
2019
Q2 | $296K | Buy |
|
|||||
|
2019
Q1 | $265K | Buy |
|
|||||
|
2018
Q4 | $231K | Buy |
|
|||||
|
2018
Q3 | $207K | Buy |
|