LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-62
| Closed | -$4.82K | – | 340 |
|
|
2024
Q4 | $4.82K | Hold |
62
| – | – | 0.01% | 556 |
|
|
2024
Q3 | $5.16K | Hold |
62
| – | – | 0.01% | 525 |
|
|
2024
Q2 | $4.5K | Hold |
62
| – | – | 0.01% | 615 |
|
|
2024
Q1 | $4.48K | Hold |
62
| – | – | 0.01% | 635 |
|
|
2023
Q4 | $4.99K | Hold |
62
| – | – | 0.01% | 633 |
|
|
2023
Q3 | $4.88K | Buy |
+62
| New | +$4.88K | 0.01% | 626 |
|