Farther Finance Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.5K | Buy |
946
+2
| +0.2% | +$153 | ﹤0.01% | 1929 |
|
|
2025
Q1 | $74.3K | Sell |
944
-2
| -0.2% | -$158 | ﹤0.01% | 1682 |
|
|
2024
Q4 | $73.5K | Hold |
946
| – | – | ﹤0.01% | 1458 |
|
|
2024
Q3 | $78.8K | Buy |
946
+941
| +18,820% | +$78.4K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $365 | Sell |
5
-2
| -29% | -$146 | ﹤0.01% | 3345 |
|
|
2024
Q1 | $502 | Sell |
7
-7
| -50% | -$502 | ﹤0.01% | 3016 |
|
|
2023
Q4 | $1.13K | Buy |
14
+6
| +75% | +$483 | ﹤0.01% | 2668 |
|
|
2023
Q3 | $629 | Hold |
8
| – | – | ﹤0.01% | 2206 |
|
|
2023
Q2 | $696 | Hold |
8
| – | – | ﹤0.01% | 2060 |
|
|
2023
Q1 | $711 | Hold |
8
| – | – | ﹤0.01% | 1915 |
|
|
2022
Q4 | $740 | Buy |
+8
| New | +$740 | ﹤0.01% | 1727 |
|