Golden State Wealth Management’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 | $30.1K | Buy |
393
+13
| +3% | +$997 | ﹤0.01% | 773 |
|
|
2025
Q1 | $29.9K | Hold |
380
| – | – | ﹤0.01% | 706 |
|
|
2024
Q4 | $29.5K | Buy |
+380
| New | +$29.5K | ﹤0.01% | 677 |
|
|
2020
Q2 | – | Sell |
-954
| Closed | -$78K | – | 240 |
|
|
2020
Q1 | $78K | Buy |
+954
| New | +$78K | 0.03% | 288 |
|
|
2019
Q4 | – | Sell |
-574
| Closed | -$52K | – | 119 |
|
|
2019
Q3 | $52K | Hold |
574
| – | – | 0.02% | 417 |
|
|
2019
Q2 | $43K | Hold |
574
| – | – | 0.01% | 486 |
|
|
2019
Q1 | $41K | Buy |
+574
| New | +$41K | 0.01% | 493 |
|