Regal Investment Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,325
| Closed | -$101K | – | 917 |
|
|
2014
Q3 | $101K | Hold |
3,325
| – | – | 0.03% | 302 |
|
|
2014
Q2 | $110K | Hold |
3,325
| – | – | 0.04% | 268 |
|
|
2014
Q1 | $107K | Hold |
3,325
| – | – | 0.05% | 256 |
|
|
2013
Q4 | $96K | Sell |
3,325
-875
| -21% | -$25.3K | 0.06% | 213 |
|
|
2013
Q3 | $116K | Hold |
4,200
| – | – | 0.07% | 219 |
|
|
2013
Q2 | $113K | Buy |
+4,200
| New | +$113K | 0.06% | 219 |
|