Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26
| Closed | -$2K | – | 92 |
|
|
2020
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 335 |
|
|
2020
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 293 |
|
|
2020
Q1 | $2K | Sell |
26
-84
| -76% | -$6.46K | ﹤0.01% | 301 |
|
|
2019
Q4 | $9K | Hold |
110
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $10K | Hold |
110
| – | – | 0.01% | 253 |
|
|
2019
Q2 | $8K | Hold |
110
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $8K | Buy |
+110
| New | +$8K | 0.01% | 276 |
|