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
Q3 | $73.3K | Hold |
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|
2025
Q2 | $76.7K | Hold |
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|
2025
Q1 | $78.7K | Hold |
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|
2024
Q4 | $77.7K | Hold |
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|
2024
Q3 | $83.3K | Hold |
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|
2024
Q2 | $72.6K | Hold |
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|
2024
Q1 | $72.2K | Hold |
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|
2023
Q4 | $76.7K | Hold |
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|
2023
Q3 | $78.7K | Hold |
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|
2023
Q2 | $87K | Hold |
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|
2023
Q1 | $88.9K | Buy |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $103K | Buy |
|