EverSource Wealth Advisors’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 | $116K | Buy |
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|
2025
Q2 | $55.3K | Buy |
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|
2025
Q1 | $13K | Buy |
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|
2024
Q4 | $8.24K | Buy |
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|
2024
Q3 | $4.25K | Hold |
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|
2024
Q2 | $4.21K | Buy |
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|
2024
Q1 | $1.06K | Sell |
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|
2023
Q4 | $5.15K | Sell |
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|
2023
Q3 | $83.7K | Buy |
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|
2023
Q2 | $92.2K | Sell |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $14K | Buy |
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