EverSource Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.3K | Buy |
721
+556
| +337% | +$42.6K | ﹤0.01% | 1545 |
|
|
2025
Q1 | $13K | Buy |
165
+59
| +56% | +$4.64K | ﹤0.01% | 1959 |
|
|
2024
Q4 | $8.24K | Buy |
106
+55
| +108% | +$4.27K | ﹤0.01% | 2102 |
|
|
2024
Q3 | $4.25K | Hold |
51
| – | – | ﹤0.01% | 2287 |
|
|
2024
Q2 | $4.21K | Buy |
51
+36
| +240% | +$2.97K | ﹤0.01% | 2278 |
|
|
2024
Q1 | $1.06K | Sell |
15
-49
| -77% | -$3.47K | ﹤0.01% | 2557 |
|
|
2023
Q4 | $5.15K | Sell |
64
-1,000
| -94% | -$80.4K | ﹤0.01% | 1847 |
|
|
2023
Q3 | $83.7K | Buy |
1,064
+4
| +0.4% | +$315 | 0.01% | 635 |
|
|
2023
Q2 | $92.2K | Sell |
1,060
-114
| -10% | -$9.92K | 0.01% | 612 |
|
|
2023
Q1 | $104K | Sell |
1,174
-51
| -4% | -$4.53K | 0.01% | 534 |
|
|
2022
Q4 | $113K | Buy |
1,225
+9
| +0.7% | +$833 | 0.02% | 468 |
|
|
2022
Q3 | $94K | Buy |
1,216
+106
| +10% | +$8.19K | 0.02% | 442 |
|
|
2022
Q2 | $91K | Buy |
1,110
+968
| +682% | +$79.4K | 0.02% | 395 |
|
|
2022
Q1 | $13K | Hold |
142
| – | – | ﹤0.01% | 868 |
|
|
2021
Q4 | $14K | Buy |
+142
| New | +$14K | ﹤0.01% | 815 |
|