Swan Capital’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
$11.5K Hold
150
0.01% 146
2025
Q1
$11.8K Hold
150
0.01% 129
2024
Q4
$11.7K Hold
150
0.01% 123
2024
Q3
$12.5K Hold
150
0.01% 132
2024
Q2
$10.9K Buy
+150
New +$10.9K 0.01% 124