Spire Wealth Management’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 Q4	–	Sell	-1,000	Closed	-$73.3K	–	2313
2025 Q3	$73.3K	Hold	1,000	–	–	﹤0.01%	1109
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%	+$85.5K	﹤0.01%	1001
2022 Q4	$6K	Buy	+64	New	+$5.83K	﹤0.01%	1761
2022 Q1	–	Sell	-1,000	Closed	-$103K	–	2530
2021 Q4	$103K	Buy	+1,000	New	+$94.2K	﹤0.01%	1392