RCYC
Richard C. Young & Co’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,228
| Closed | -$1.4M | – | 83 |
|
|
2024
Q2 | $1.4M | Sell |
19,228
-15,518
| -45% | -$1.13M | 0.17% | 63 |
|
|
2024
Q1 | $2.51M | Buy |
34,746
+7,780
| +29% | +$562K | 0.32% | 59 |
|
|
2023
Q4 | $2.17M | Buy |
26,966
+6,556
| +32% | +$527K | 0.29% | 62 |
|
|
2023
Q3 | $1.61M | Buy |
+20,410
| New | +$1.61M | 0.23% | 60 |
|