Gradient Investments’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-195
| Closed | -$15.7K | – | 1285 |
|
|
2023
Q4 | $15.7K | Hold |
195
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $15.3K | Hold |
195
| – | – | ﹤0.01% | 727 |
|
|
2023
Q2 | $17K | Hold |
195
| – | – | ﹤0.01% | 720 |
|
|
2023
Q1 | $17.3K | Hold |
195
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $18K | Buy |
195
+21
| +12% | +$1.94K | ﹤0.01% | 705 |
|
|
2022
Q3 | $14K | Hold |
174
| – | – | ﹤0.01% | 727 |
|
|
2022
Q2 | $14K | Hold |
174
| – | – | ﹤0.01% | 707 |
|
|
2022
Q1 | $15K | Hold |
174
| – | – | ﹤0.01% | 698 |
|
|
2021
Q4 | $18K | Hold |
174
| – | – | ﹤0.01% | 677 |
|
|
2021
Q3 | $15K | Hold |
174
| – | – | ﹤0.01% | 687 |
|
|
2021
Q2 | $14K | Hold |
174
| – | – | ﹤0.01% | 695 |
|
|
2021
Q1 | $13K | Hold |
174
| – | – | ﹤0.01% | 701 |
|
|
2020
Q4 | $13K | Hold |
174
| – | – | ﹤0.01% | 645 |
|
|
2020
Q3 | $13K | Hold |
174
| – | – | ﹤0.01% | 649 |
|
|
2020
Q2 | $14K | Hold |
174
| – | – | ﹤0.01% | 589 |
|
|
2020
Q1 | $14K | Hold |
174
| – | – | ﹤0.01% | 580 |
|
|
2019
Q4 | $15K | Sell |
174
-437
| -72% | -$37.7K | ﹤0.01% | 608 |
|
|
2019
Q3 | $55K | Buy |
+611
| New | +$55K | ﹤0.01% | 373 |
|