Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $321K | Sell |
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|
2019
Q2 | $284K | Hold |
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|
2019
Q1 | $269K | Hold |
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|
2018
Q4 | $253K | Hold |
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|
2018
Q3 | $231K | Hold |
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|
2018
Q2 | $216K | Hold |
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|
2018
Q1 | $200K | Hold |
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|
2017
Q4 | $209K | Hold |
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|
2017
Q3 | $185K | Hold |
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|
2017
Q2 | $178K | Hold |
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|
2017
Q1 | $168K | Hold |
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|
2016
Q4 | $172K | Hold |
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|
2016
Q3 | $151K | Hold |
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|
2016
Q2 | $165K | Hold |
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|
2016
Q1 | $148K | Buy |
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|
2015
Q4 | $100K | Buy |
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