JP Morgan Private Wealth Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $405K | Sell |
|
|||||
|
2022
Q4 | $423K | Buy |
|
|||||
|
2022
Q3 | $356K | Sell |
|
|||||
|
2022
Q2 | $375K | Sell |
|
|||||
|
2022
Q1 | $472K | Sell |
|
|||||
|
2021
Q4 | $568K | Sell |
|
|||||
|
2021
Q3 | $477K | Buy |
|
|||||
|
2021
Q2 | $245K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $251K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $217K | Sell |
|
|||||
|
2020
Q1 | $231K | Buy |
|
|||||
|
2019
Q4 | $239K | Buy |
|
|||||
|
2019
Q3 | $222K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $213K | Buy |
|