MAP
Moody Aldrich Partners’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,901
| Closed | -$3.32M | – | 159 |
|
|
2022
Q4 | $3.32M | Sell |
35,901
-26,527
| -42% | -$2.46M | 0.67% | 64 |
|
|
2022
Q3 | $4.87M | Buy |
62,428
+701
| +1% | +$54.6K | 1% | 41 |
|
|
2022
Q2 | $5.03M | Sell |
61,727
-9,657
| -14% | -$787K | 0.99% | 43 |
|
|
2022
Q1 | $6.36M | Buy |
+71,384
| New | +$6.36M | 0.89% | 48 |
|