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Sowell Financial Services’s American States Water AWR Stock Holding History

Sowell Financial Services’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,128
Closed -$330K – 704
2021
Q1 		$330K Buy
4,128
+583
+16% +$44.9K 0.01% 800
2020
Q4 		$282K Sell
3,545
-300
-8% -$23K 0.01% 716
2020
Q3 		$288K Sell
3,845
-4,032
-51% -$310K 0.01% 628
2020
Q2 		$619K Buy
7,877
+340
+5% +$27.1K 0.03% 398
2020
Q1 		$616K Buy
7,537
+236
+3% +$20.2K 0.05% 341
2019
Q4 		$633K Buy
7,301
+5,464
+297% +$484K 0.05% 380
2019
Q3 		$165K Buy
+1,837
New +$154K 0.01% 697

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