HL Financial Services’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,917
| Closed | -$452K | – | 653 |
|
|
2016
Q4 | $452K | Buy |
9,917
+1,208
| +14% | +$55.1K | 0.01% | 475 |
|
|
2016
Q3 | $349K | Buy |
8,709
+541
| +7% | +$21.7K | 0.01% | 500 |
|
|
2016
Q2 | $358K | Buy |
8,168
+715
| +10% | +$31.3K | 0.01% | 501 |
|
|
2016
Q1 | $293K | Buy |
7,453
+1,586
| +27% | +$62.4K | 0.01% | 529 |
|
|
2015
Q4 | $246K | Buy |
+5,867
| New | +$246K | 0.01% | 566 |
|