Nisa Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84K | Buy |
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|
2025
Q2 | $78K | Buy |
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|
2025
Q1 | $78.4K | Sell |
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|
2024
Q4 | $81.4K | Buy |
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|
2024
Q3 | $85K | Buy |
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|
2024
Q2 | $69.2K | Buy |
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|
2024
Q1 | $67.3K | Sell |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $275K | Sell |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $77 | Hold |
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|
2021
Q2 | $72 | Hold |
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|
2021
Q1 | $68 | Sell |
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|
2020
Q4 | $188K | Sell |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $109K | Sell |
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|
2019
Q2 | $94K | Hold |
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|
2019
Q1 | $89K | Hold |
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|
2018
Q4 | $84K | Hold |
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|
2018
Q3 | $76K | Buy |
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|
2018
Q2 | $66K | Hold |
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|
2018
Q1 | $61K | Buy |
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|
2017
Q4 | $58K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $47K | Sell |
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|
2017
Q1 | $691K | Sell |
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|
2016
Q4 | $734K | Hold |
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|
2016
Q3 | $645K | Hold |
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|
2016
Q2 | $706K | Sell |
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|
2016
Q1 | $642K | Hold |
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|
2015
Q4 | $684K | Hold |
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|
2015
Q3 | $675K | Hold |
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|
2015
Q2 | $609K | Sell |
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|
2015
Q1 | $666K | Buy |
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|
2014
Q4 | $610K | Sell |
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|
2014
Q3 | $511K | Sell |
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|
2014
Q2 | $565K | Hold |
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|
2014
Q1 | $549K | Hold |
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|
2013
Q4 | $488K | Hold |
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|
2013
Q3 | $469K | Hold |
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|
2013
Q2 | $456K | Buy |
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