SW
SkyOak Wealth’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
37,600
-125
| -0.3% | -$9.58K | 0.58% | 46 |
|
|
2025
Q1 | $2.97M | Sell |
37,725
-722
| -2% | -$56.8K | 0.65% | 41 |
|
|
2024
Q4 | $2.99M | Sell |
38,447
-664
| -2% | -$51.6K | 0.64% | 40 |
|
|
2024
Q3 | $3.26M | Hold |
39,111
| – | – | 0.72% | 38 |
|
|
2024
Q2 | $2.84M | Sell |
39,111
-785
| -2% | -$57K | 0.66% | 38 |
|
|
2024
Q1 | $2.88M | Sell |
39,896
-377
| -0.9% | -$27.2K | 0.69% | 36 |
|
|
2023
Q4 | $3.24M | Buy |
40,273
+25
| +0.1% | +$2.01K | 0.84% | 30 |
|
|
2023
Q3 | $3.17M | Sell |
40,248
-446
| -1% | -$35.1K | 0.93% | 30 |
|
|
2023
Q2 | $3.54M | Sell |
40,694
-893
| -2% | -$77.7K | 1% | 29 |
|
|
2023
Q1 | $3.7M | Sell |
41,587
-270
| -0.6% | -$24K | 1.13% | 25 |
|
|
2022
Q4 | $3.87M | Sell |
41,857
-7
| -0% | -$648 | 1.3% | 21 |
|
|
2022
Q3 | $3.26M | Sell |
41,864
-762
| -2% | -$59.4K | 1.17% | 24 |
|
|
2022
Q2 | $3.47M | Sell |
42,626
-570
| -1% | -$46.5K | 1.19% | 25 |
|
|
2022
Q1 | $3.85M | Sell |
43,196
-156
| -0.4% | -$13.9K | 1.07% | 30 |
|
|
2021
Q4 | $4.48M | Buy |
43,352
+88
| +0.2% | +$9.1K | 1.14% | 26 |
|
|
2021
Q3 | $3.7M | Sell |
43,264
-249
| -0.6% | -$21.3K | 1% | 30 |
|
|
2021
Q2 | $3.46M | Sell |
43,513
-9
| -0% | -$716 | 0.93% | 29 |
|
|
2021
Q1 | $3.42M | Sell |
43,522
-845
| -2% | -$66.3K | 0.95% | 29 |
|
|
2020
Q4 | $3.53M | Sell |
44,367
-356
| -0.8% | -$28.3K | 1.1% | 26 |
|
|
2020
Q3 | $3.35M | Sell |
44,723
-2,441
| -5% | -$183K | 1.21% | 20 |
|
|
2020
Q2 | $3.71M | Sell |
47,164
-215
| -0.5% | -$16.9K | 1.37% | 14 |
|
|
2020
Q1 | $3.87M | Sell |
47,379
-2,816
| -6% | -$230K | 1.98% | 9 |
|
|
2019
Q4 | $4.35M | Buy |
+50,195
| New | +$4.35M | 1.35% | 13 |
|