Sowell Financial Services’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,128
| Closed | -$330K | – | 704 |
|
|
2021
Q1 | $330K | Buy |
4,128
+583
| +16% | +$46.6K | 0.01% | 800 |
|
|
2020
Q4 | $282K | Sell |
3,545
-300
| -8% | -$23.9K | 0.01% | 716 |
|
|
2020
Q3 | $288K | Sell |
3,845
-4,032
| -51% | -$302K | 0.01% | 628 |
|
|
2020
Q2 | $619K | Buy |
7,877
+340
| +5% | +$26.7K | 0.03% | 398 |
|
|
2020
Q1 | $616K | Buy |
7,537
+236
| +3% | +$19.3K | 0.05% | 341 |
|
|
2019
Q4 | $633K | Buy |
7,301
+5,464
| +297% | +$474K | 0.05% | 380 |
|
|
2019
Q3 | $165K | Buy |
+1,837
| New | +$165K | 0.01% | 697 |
|