SlateStone 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
Q3 | $220K | Hold |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $233K | Hold |
|
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $217K | Hold |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $310K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $211K | Buy |
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