Spire Wealth Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.7K | Hold |
1,000
| – | – | ﹤0.01% | 1070 |
|
|
2025
Q1 | $78.7K | Hold |
1,000
| – | – | ﹤0.01% | 1129 |
|
|
2024
Q4 | $77.7K | Hold |
1,000
| – | – | ﹤0.01% | 1130 |
|
|
2024
Q3 | $83.3K | Hold |
1,000
| – | – | ﹤0.01% | 968 |
|
|
2024
Q2 | $72.6K | Hold |
1,000
| – | – | ﹤0.01% | 994 |
|
|
2024
Q1 | $72.2K | Hold |
1,000
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q4 | $76.7K | Hold |
1,000
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q3 | $78.7K | Hold |
1,000
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q2 | $87K | Hold |
1,000
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q1 | $88.9K | Buy |
1,000
+936
| +1,463% | +$83.2K | ﹤0.01% | 1001 |
|
|
2022
Q4 | $6K | Buy |
+64
| New | +$6K | ﹤0.01% | 1761 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$103K | – | 2530 |
|
|
2021
Q4 | $103K | Buy |
+1,000
| New | +$103K | ﹤0.01% | 1392 |
|