FA
Fortis Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,924
| Closed | -$239K | – | 181 |
|
|
2020
Q1 | $239K | Buy |
2,924
+108
| +4% | +$8.83K | 0.16% | 64 |
|
|
2019
Q4 | $244K | Hold |
2,816
| – | – | 0.15% | 96 |
|
|
2019
Q3 | $253K | Hold |
2,816
| – | – | 0.12% | 88 |
|
|
2019
Q2 | $212K | Buy |
2,816
+68
| +2% | +$5.12K | 0.1% | 109 |
|
|
2019
Q1 | $196K | Buy |
2,748
+427
| +18% | +$30.5K | 0.1% | 119 |
|
|
2018
Q4 | $156K | Buy |
+2,321
| New | +$156K | 0.09% | 126 |
|