Lido 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
Q2 | $730K | Buy |
+9,522
| New | +$730K | ﹤0.01% | 870 |
|
|
2024
Q1 | – | Sell |
-16,047
| Closed | -$1.29M | – | 1210 |
|
|
2023
Q4 | $1.29M | Buy |
16,047
+1,224
| +8% | +$98.4K | 0.01% | 479 |
|
|
2023
Q3 | $1.17M | Buy |
14,823
+11,027
| +290% | +$868K | 0.01% | 458 |
|
|
2023
Q2 | $330K | Sell |
3,796
-20,823
| -85% | -$1.81M | ﹤0.01% | 791 |
|
|
2023
Q1 | $2.19M | Buy |
+24,619
| New | +$2.19M | 0.02% | 312 |
|
|
2022
Q3 | – | Sell |
-12,490
| Closed | -$1.02M | – | 836 |
|
|
2022
Q2 | $1.02M | Buy |
+12,490
| New | +$1.02M | 0.01% | 313 |
|