Smartleaf Asset Management’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
2,563
+150
| +6% | +$11.5K | 0.02% | 586 |
|
|
2025
Q1 | $187K | Buy |
2,413
+925
| +62% | +$71.9K | 0.02% | 595 |
|
|
2024
Q4 | $116K | Buy |
1,488
+1,235
| +488% | +$96.4K | 0.01% | 778 |
|
|
2024
Q3 | $20.9K | Buy |
253
+49
| +24% | +$4.05K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $14.7K | Buy |
204
+193
| +1,755% | +$13.9K | ﹤0.01% | 1190 |
|
|
2024
Q1 | $792 | Hold |
11
| – | – | ﹤0.01% | 1665 |
|
|
2023
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1126 |
|