Kestra Private Wealth Services’s American States Water AWR Stock Holding History

Kestra Private Wealth Services’s Portfolio AWR Stock Details AWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$225K	Hold
2025 Q2	$236K	Hold
2025 Q1	$242K	Buy
2024 Q4	$239K	Hold
2024 Q3	$256K	Hold
2024 Q2	$223K	Sell
2024 Q1	$225K	Sell
2023 Q4	$456K	Buy
2023 Q3	$248K	Buy