JFS Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76K | Buy |
23
+7
| +44% | +$537 | ﹤0.01% | 1425 |
|
|
2025
Q1 | $1.26K | Sell |
16
-2
| -11% | -$157 | ﹤0.01% | 1603 |
|
|
2024
Q4 | $1.4K | Hold |
18
| – | – | ﹤0.01% | 1603 |
|
|
2024
Q3 | $1.5K | Buy |
18
+1
| +6% | +$83 | ﹤0.01% | 1592 |
|
|
2024
Q2 | $1.23K | Hold |
17
| – | – | ﹤0.01% | 1619 |
|
|
2024
Q1 | $1.23K | Sell |
17
-7
| -29% | -$506 | ﹤0.01% | 1602 |
|
|
2023
Q4 | $1.93K | Hold |
24
| – | – | ﹤0.01% | 1455 |
|
|
2023
Q3 | $1.89K | Hold |
24
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q2 | $2.09K | Sell |
24
-1
| -4% | -$87 | ﹤0.01% | 1370 |
|
|
2023
Q1 | $2.22K | Sell |
25
-3
| -11% | -$267 | ﹤0.01% | 1321 |
|
|
2022
Q4 | $2.59K | Buy |
28
+2
| +8% | +$185 | ﹤0.01% | 1265 |
|
|
2022
Q3 | $2K | Sell |
26
-2
| -7% | -$154 | ﹤0.01% | 1278 |
|
|
2022
Q2 | $2K | Buy |
28
+12
| +75% | +$857 | ﹤0.01% | 1277 |
|
|
2022
Q1 | $1K | Buy |
16
+8
| +100% | +$500 | ﹤0.01% | 1571 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1252 |
|