Northwest Financial 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
2024
Q4
Sell
-400
Closed -$33.3K 141
2024
Q3
$33.3K Buy
+400
New +$33.3K 0.03% 269
2024
Q1
Sell
-400
Closed -$32.2K 122
2023
Q4
$32.2K Buy
+400
New +$32.2K 0.03% 256