Kingsview Wealth Management’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,097
| Closed | -$276K | – | 813 |
|
|
2022
Q1 | $276K | Buy |
3,097
+1,002
| +48% | +$89.2K | 0.01% | 725 |
|
|
2021
Q4 | $217K | Buy |
+2,095
| New | +$217K | 0.01% | 824 |
|
|
2020
Q3 | – | Sell |
-5,952
| Closed | -$468K | – | 608 |
|
|
2020
Q2 | $468K | Buy |
+5,952
| New | +$468K | 0.05% | 338 |
|