ORG Partners’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
Q1 | – | Sell |
-290
| Closed | -$22.5K | – | 1418 |
|
|
2024
Q4 | $22.5K | Hold |
290
| – | – | ﹤0.01% | 715 |
|
|
2024
Q3 | $24.2K | Sell |
290
-289
| -50% | -$24.1K | ﹤0.01% | 640 |
|
|
2024
Q2 | $42.3K | Buy |
+579
| New | +$42.3K | 0.01% | 845 |
|
|
2024
Q1 | – | Sell |
-779
| Closed | -$62.6K | – | 583 |
|
|
2023
Q4 | $62.6K | Hold |
779
| – | – | 0.01% | 479 |
|
|
2023
Q3 | $61.3K | Hold |
779
| – | – | 0.02% | 497 |
|
|
2023
Q2 | $68.2K | Buy |
+779
| New | +$68.2K | 0.01% | 598 |
|