Reilly Financial Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $16K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $26K | Hold |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $23K | Sell |
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|
2014
Q1 | $39K | Hold |
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|
2013
Q4 | $34K | Buy |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $16K | Buy |
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