JNBA Financial Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-600
| Closed | -$26K | – | 1580 |
|
|
2016
Q2 | $26K | Hold |
600
| – | – | 0.01% | 262 |
|
|
2016
Q1 | $24K | Hold |
600
| – | – | 0.01% | 263 |
|
|
2015
Q4 | $25K | Hold |
600
| – | – | 0.01% | 262 |
|
|
2015
Q3 | $25K | Hold |
600
| – | – | 0.01% | 256 |
|
|
2015
Q2 | $22K | Hold |
600
| – | – | 0.01% | 272 |
|
|
2015
Q1 | $24K | Hold |
600
| – | – | 0.01% | 266 |
|
|
2014
Q4 | $23K | Hold |
600
| – | – | 0.01% | 277 |
|
|
2014
Q3 | $18K | Hold |
600
| – | – | 0.01% | 301 |
|
|
2014
Q2 | $20K | Hold |
600
| – | – | 0.01% | 269 |
|
|
2014
Q1 | $19K | Hold |
600
| – | – | 0.01% | 258 |
|
|
2013
Q4 | $17K | Buy |
+600
| New | +$17K | 0.01% | 261 |
|