Next Financial Group’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $19K | Buy |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $18K | Buy |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $72K | Sell |
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|
2019
Q4 | $348K | Sell |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $189K | Buy |
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|
2018
Q3 | $73K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $57K | Sell |
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|
2017
Q1 | $71K | Sell |
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|
2016
Q4 | $109K | Hold |
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|
2016
Q3 | $96K | Buy |
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|
2016
Q2 | $92K | Hold |
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|
2016
Q1 | $83K | Buy |
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|
2015
Q4 | $67K | Hold |
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|
2015
Q3 | $66K | Sell |
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|
2015
Q2 | $125K | Hold |
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|
2015
Q1 | $133K | Sell |
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|
2014
Q4 | $145K | Sell |
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|
2014
Q3 | $146K | Buy |
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|
2014
Q2 | $147K | Buy |
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