Rothschild Investment LLC’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 | $5.37K | Buy |
70
+20
| +40% | +$1.53K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $3.93K | Buy |
50
+10
| +25% | +$787 | ﹤0.01% | 1550 |
|
|
2024
Q4 | $3.11K | Buy |
40
+5
| +14% | +$389 | ﹤0.01% | 1552 |
|
|
2024
Q3 | $2.92K | Buy |
35
+20
| +133% | +$1.67K | ﹤0.01% | 1527 |
|
|
2024
Q2 | $1.09K | Buy |
15
+10
| +200% | +$726 | ﹤0.01% | 1618 |
|
|
2024
Q1 | $361 | Buy |
+5
| New | +$361 | ﹤0.01% | 1476 |
|