SkyOak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $3.26M | Hold |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.88M | Sell |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $3.17M | Sell |
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|
2023
Q2 | $3.54M | Sell |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $3.87M | Sell |
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|
2022
Q3 | $3.26M | Sell |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $3.85M | Sell |
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|
2021
Q4 | $4.48M | Buy |
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|
2021
Q3 | $3.7M | Sell |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.42M | Sell |
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|
2020
Q4 | $3.53M | Sell |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $3.71M | Sell |
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|
2020
Q1 | $3.87M | Sell |
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|
2019
Q4 | $4.35M | Buy |
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