PS
Planned Solutions’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$1.21K | – | 129 |
|
|
2023
Q4 | $1.21K | Buy |
+15
| New | +$1.21K | ﹤0.01% | 528 |
|
|
2021
Q1 | – | Sell |
-1,956
| Closed | -$156K | – | 86 |
|
|
2020
Q4 | $156K | Hold |
1,956
| – | – | 0.12% | 67 |
|
|
2020
Q3 | $147K | Buy |
+1,956
| New | +$147K | 0.14% | 61 |
|