IFP Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
305
+106
| +53% | +$8.13K | ﹤0.01% | 2459 |
|
|
2025
Q1 | $15.7K | Hold |
199
| – | – | ﹤0.01% | 2396 |
|
|
2024
Q4 | $15.5K | Buy |
199
+9
| +5% | +$699 | ﹤0.01% | 2361 |
|
|
2024
Q3 | $15.8K | Buy |
190
+99
| +109% | +$8.25K | ﹤0.01% | 2242 |
|
|
2024
Q2 | $6.6K | Hold |
91
| – | – | ﹤0.01% | 2480 |
|
|
2024
Q1 | $6.57K | Hold |
91
| – | – | ﹤0.01% | 2377 |
|
|
2023
Q4 | $7.32K | Hold |
91
| – | – | ﹤0.01% | 2293 |
|
|
2023
Q3 | $7.16K | Hold |
91
| – | – | ﹤0.01% | 2389 |
|
|
2023
Q2 | $7.92K | Sell |
91
-1
| -1% | -$87 | ﹤0.01% | 2375 |
|
|
2023
Q1 | $5.16K | Sell |
92
-345
| -79% | -$19.3K | ﹤0.01% | 2554 |
|
|
2022
Q4 | $36K | Sell |
437
-60
| -12% | -$4.94K | ﹤0.01% | 2455 |
|
|
2022
Q3 | $39K | Hold |
497
| – | – | ﹤0.01% | 2556 |
|
|
2022
Q2 | $39K | Hold |
497
| – | – | ﹤0.01% | 2326 |
|
|
2022
Q1 | $39K | Buy |
497
+329
| +196% | +$25.8K | ﹤0.01% | 2326 |
|
|
2021
Q4 | $18K | Buy |
168
+6
| +4% | +$643 | ﹤0.01% | 1949 |
|
|
2021
Q3 | $15K | Buy |
162
+8
| +5% | +$741 | ﹤0.01% | 2052 |
|
|
2021
Q2 | $12K | Hold |
154
| – | – | ﹤0.01% | 2124 |
|
|
2021
Q1 | $12K | Hold |
154
| – | – | ﹤0.01% | 2037 |
|
|
2020
Q4 | $12K | Sell |
154
-777
| -83% | -$60.5K | ﹤0.01% | 1975 |
|
|
2020
Q3 | $70K | Sell |
931
-101
| -10% | -$7.59K | ﹤0.01% | 1151 |
|
|
2020
Q2 | $80K | Sell |
1,032
-4
| -0.4% | -$310 | 0.01% | 1004 |
|
|
2020
Q1 | $84K | Buy |
1,036
+59
| +6% | +$4.78K | 0.01% | 900 |
|
|
2019
Q4 | $84K | Hold |
977
| – | – | 0.01% | 1025 |
|
|
2019
Q3 | $88K | Buy |
+977
| New | +$88K | 0.01% | 1119 |
|
|
2019
Q1 | $271K | Buy |
3,753
+1,029
| +38% | +$74.3K | 0.04% | 403 |
|
|
2018
Q4 | $182K | Sell |
2,724
-1,214
| -31% | -$81.1K | 0.01% | 900 |
|
|
2018
Q3 | $241K | Buy |
3,938
+132
| +3% | +$8.08K | 0.01% | 977 |
|
|
2018
Q2 | $218K | Buy |
3,806
+2,739
| +257% | +$157K | 0.01% | 1014 |
|
|
2018
Q1 | $62K | Hold |
1,067
| – | – | ﹤0.01% | 1681 |
|
|
2017
Q4 | $62K | Sell |
1,067
-4,643
| -81% | -$270K | ﹤0.01% | 1678 |
|
|
2017
Q3 | $281K | Buy |
5,710
+162
| +3% | +$7.97K | 0.01% | 947 |
|
|
2017
Q2 | $263K | Buy |
5,548
+101
| +2% | +$4.79K | 0.01% | 974 |
|
|
2017
Q1 | $241K | Sell |
5,447
-461
| -8% | -$20.4K | 0.01% | 1022 |
|
|
2016
Q4 | $269K | Sell |
5,908
-26
| -0.4% | -$1.18K | 0.01% | 903 |
|
|
2016
Q3 | $238K | Buy |
5,934
+52
| +0.9% | +$2.09K | 0.01% | 913 |
|
|
2016
Q2 | $258K | Buy |
5,882
+2,129
| +57% | +$93.4K | 0.01% | 846 |
|
|
2016
Q1 | $271K | Buy |
3,753
+1,604
| +75% | +$116K | 0.04% | 403 |
|
|
2015
Q4 | $90K | Buy |
+2,149
| New | +$90K | 0.01% | 1232 |
|