NewEdge 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 | $2.91K | Hold |
38
| – | – | ﹤0.01% | 3545 |
|
|
2025
Q1 | $2.99K | Hold |
38
| – | – | ﹤0.01% | 3424 |
|
|
2024
Q4 | $2.95K | Sell |
38
-201
| -84% | -$15.6K | ﹤0.01% | 3373 |
|
|
2024
Q3 | $19.9K | Hold |
239
| – | – | ﹤0.01% | 2719 |
|
|
2024
Q2 | $17.3K | Sell |
239
-61
| -20% | -$4.42K | ﹤0.01% | 2668 |
|
|
2024
Q1 | $21.6K | Sell |
300
-71
| -19% | -$5.12K | ﹤0.01% | 2604 |
|
|
2023
Q4 | $29.8K | Buy |
371
+236
| +175% | +$19K | ﹤0.01% | 2413 |
|
|
2023
Q3 | $10.6K | Sell |
135
-162
| -55% | -$12.7K | ﹤0.01% | 2558 |
|
|
2023
Q2 | $25.8K | Sell |
297
-83
| -22% | -$7.21K | ﹤0.01% | 2305 |
|
|
2023
Q1 | $33.8K | Buy |
380
+342
| +900% | +$30.4K | ﹤0.01% | 2158 |
|
|
2022
Q4 | $4 | Buy |
+38
| New | +$4 | ﹤0.01% | 3826 |
|
|
2020
Q4 | – | Sell |
-21,720
| Closed | -$48K | – | 978 |
|
|
2020
Q3 | $48K | Buy |
+21,720
| New | +$48K | ﹤0.01% | 897 |
|
|
2017
Q3 | – | Sell |
-282
| Closed | -$13.3K | – | 419 |
|
|
2017
Q2 | $13.3K | Buy |
+282
| New | +$13.3K | ﹤0.01% | 854 |
|