Plato Investment Management’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
Q2 | – | Sell |
-108
| Closed | -$8.59K | – | 520 |
|
2025
Q1 | $8.59K | Sell |
108
-415
| -79% | -$33K | ﹤0.01% | 491 |
|
2024
Q4 | $40.8K | Buy |
523
+500
| +2,174% | +$39K | ﹤0.01% | 508 |
|
2024
Q3 | $1.91K | Hold |
23
| – | – | ﹤0.01% | 521 |
|
2024
Q2 | $1.67K | Hold |
23
| – | – | ﹤0.01% | 476 |
|
2024
Q1 | $1.66K | Hold |
23
| – | – | ﹤0.01% | 466 |
|
2023
Q4 | $1.85K | Buy |
+23
| New | +$1.85K | ﹤0.01% | 414 |
|