Pinnacle Wealth Planning Services’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,232
Closed -$207K 474
2022
Q4
$207K Buy
+2,232
New +$207K 0.04% 370
2021
Q1
Sell
-758
Closed -$60K 480
2020
Q4
$60K Buy
+758
New +$60K 0.01% 708