MGB Wealth Management’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
3,321
| – | – | 0.08% | 188 |
|
|
2025
Q1 | $261K | Hold |
3,321
| – | – | 0.09% | 183 |
|
|
2024
Q4 | $258K | Hold |
3,321
| – | – | 0.08% | 171 |
|
|
2024
Q3 | $276K | Sell |
3,321
-240
| -7% | -$20K | 0.1% | 155 |
|
|
2024
Q2 | $276K | Hold |
3,561
| – | – | 0.1% | 158 |
|
|
2024
Q1 | $257K | Hold |
3,561
| – | – | 0.1% | 166 |
|
|
2023
Q4 | $287K | Buy |
+3,561
| New | +$287K | 0.14% | 148 |
|