Modera Wealth Management’s American States Water AWR Stock Holding History

Modera Wealth Management’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
2026 Q1	$219K	Buy
2024 Q4	–	Sell
2024 Q3	$208K	Buy
2023 Q3	–	Sell
2023 Q2	$217K	Hold
2023 Q1	$222K	Sell
2022 Q4	$326K	Hold
2022 Q3	$274K	Hold
2022 Q2	$287K	Buy
2022 Q1	$262K	Sell
2021 Q4	$369K	Buy