IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-809
| Closed | -$42K | – | 485 |
|
|
2018
Q1 | $42K | Hold |
809
| – | – | 0.01% | 730 |
|
|
2017
Q4 | $46K | Hold |
809
| – | – | 0.01% | 725 |
|
|
2017
Q3 | $42K | Hold |
809
| – | – | 0.02% | 561 |
|
|
2017
Q2 | $33 | Hold |
809
| – | – | 0.02% | 630 |
|
|
2017
Q1 | $36K | Hold |
809
| – | – | 0.02% | 500 |
|
|
2016
Q4 | $36K | Buy |
+809
| New | +$36K | 0.03% | 458 |
|