Patriot Financial Group Insurance Agency’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-88
| Closed | -$7K | – | 523 |
|
|
2022
Q2 | $7K | Sell |
88
-20
| -19% | -$1.59K | ﹤0.01% | 1361 |
|
|
2022
Q1 | $10K | Buy |
108
+15
| +16% | +$1.39K | ﹤0.01% | 1343 |
|
|
2021
Q4 | $10K | Hold |
93
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q3 | $8K | Buy |
93
+20
| +27% | +$1.72K | ﹤0.01% | 1540 |
|
|
2021
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q1 | $6K | Sell |
73
-55
| -43% | -$4.52K | ﹤0.01% | 1492 |
|
|
2020
Q4 | $10K | Hold |
128
| – | – | ﹤0.01% | 1204 |
|
|
2020
Q3 | $10K | Hold |
128
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q2 | $10K | Buy |
128
+38
| +42% | +$2.97K | ﹤0.01% | 968 |
|
|
2020
Q1 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 957 |
|
|
2018
Q2 | – | Sell |
-18
| Closed | -$1K | – | 608 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 896 |
|
|
2017
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 882 |
|
|
2017
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 862 |
|
|
2017
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 864 |
|