SWA
Sutton Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-859
| Closed | -$79.5K | – | 874 |
|
|
2022
Q4 | $79.5K | Hold |
859
| – | – | 0.03% | 287 |
|
|
2022
Q3 | $67K | Hold |
859
| – | – | 0.03% | 319 |
|
|
2022
Q2 | $70K | Buy |
859
+159
| +23% | +$13K | 0.03% | 301 |
|
|
2022
Q1 | $62.3K | Sell |
700
-7
| -1% | -$623 | 0.02% | 344 |
|
|
2021
Q4 | $73.1K | Buy |
707
+9
| +1% | +$931 | 0.02% | 318 |
|
|
2021
Q3 | $59.7K | Hold |
698
| – | – | 0.02% | 355 |
|
|
2021
Q2 | $55.5K | Buy |
698
+81
| +13% | +$6.44K | 0.02% | 382 |
|
|
2021
Q1 | $46.7K | Hold |
617
| – | – | 0.02% | 410 |
|
|
2020
Q4 | $49.1K | Hold |
617
| – | – | 0.02% | 354 |
|
|
2020
Q3 | $46.2K | Hold |
617
| – | – | 0.02% | 320 |
|
|
2020
Q2 | $48.5K | Hold |
617
| – | – | 0.03% | 306 |
|
|
2020
Q1 | $50.4K | Hold |
617
| – | – | 0.03% | 268 |
|
|
2019
Q4 | $53.5K | Hold |
617
| – | – | 0.03% | 292 |
|
|
2019
Q3 | $55.4K | Hold |
617
| – | – | 0.03% | 278 |
|
|
2019
Q2 | $46.4K | Hold |
617
| – | – | 0.03% | 322 |
|
|
2019
Q1 | $44K | Hold |
617
| – | – | 0.03% | 329 |
|
|
2018
Q4 | $41.4K | Hold |
617
| – | – | 0.03% | 308 |
|
|
2018
Q3 | $37.7K | Hold |
617
| – | – | 0.02% | 357 |
|
|
2018
Q2 | $35.3K | Hold |
617
| – | – | 0.02% | 385 |
|
|
2018
Q1 | $32.7K | Hold |
617
| – | – | 0.02% | 389 |
|
|
2017
Q4 | $35.7K | Hold |
617
| – | – | 0.03% | 364 |
|
|
2017
Q3 | $30.4K | Hold |
617
| – | – | 0.02% | 401 |
|
|
2017
Q2 | $29.3K | Hold |
617
| – | – | 0.02% | 407 |
|
|
2017
Q1 | $27.3K | Hold |
617
| – | – | 0.02% | 396 |
|
|
2016
Q4 | $28.1K | Hold |
617
| – | – | 0.03% | 388 |
|
|
2016
Q3 | $24.7K | Sell |
617
-22
| -3% | -$881 | 0.02% | 401 |
|
|
2016
Q2 | $28K | Hold |
639
| – | – | 0.03% | 349 |
|
|
2016
Q1 | $25.2K | Buy |
+639
| New | +$25.2K | 0.02% | 379 |
|