Prospera Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-125
| Closed | -$11K | – | 1683 |
|
|
2022
Q1 | $11K | Buy |
+125
| New | +$11K | ﹤0.01% | 1984 |
|
|
2015
Q2 | – | Sell |
-5,825
| Closed | -$232K | – | 302 |
|
|
2015
Q1 | $232K | Buy |
5,825
+4
| +0.1% | +$159 | 0.05% | 261 |
|
|
2014
Q4 | $219K | Buy |
+5,821
| New | +$219K | 0.05% | 257 |
|
|
2014
Q3 | – | Sell |
-6,311
| Closed | -$210K | – | 276 |
|
|
2014
Q2 | $210K | Buy |
6,311
+6
| +0.1% | +$200 | 0.06% | 249 |
|
|
2014
Q1 | $204K | Buy |
+6,305
| New | +$204K | 0.06% | 231 |
|