Principal Securities’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 | $4.14K | Buy |
54
+25
| +86% | +$1.92K | ﹤0.01% | 2918 |
|
|
2025
Q1 | $2.25K | Hold |
29
| – | – | ﹤0.01% | 3019 |
|
|
2024
Q4 | $2.25K | Sell |
29
-20
| -41% | -$1.55K | ﹤0.01% | 3013 |
|
|
2024
Q3 | $4.08K | Buy |
49
+2
| +4% | +$167 | ﹤0.01% | 2742 |
|
|
2024
Q2 | $3.41K | Sell |
47
-401
| -90% | -$29.1K | ﹤0.01% | 2764 |
|
|
2024
Q1 | $32.4K | Buy |
448
+20
| +5% | +$1.45K | ﹤0.01% | 1762 |
|
|
2023
Q4 | $34.4K | Buy |
+428
| New | +$34.4K | ﹤0.01% | 1645 |
|