TWA
TCI Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-185
| Closed | -$16.4K | – | 390 |
|
|
2023
Q1 | $16.4K | Hold |
185
| – | – | ﹤0.01% | 808 |
|
|
2022
Q4 | $17.1K | Hold |
185
| – | – | ﹤0.01% | 769 |
|
|
2022
Q3 | $14K | Buy |
185
+91
| +97% | +$6.89K | ﹤0.01% | 818 |
|
|
2022
Q2 | $8K | Buy |
94
+35
| +59% | +$2.98K | ﹤0.01% | 1128 |
|
|
2022
Q1 | $5K | Sell |
59
-43
| -42% | -$3.64K | ﹤0.01% | 1497 |
|
|
2021
Q4 | $11K | Buy |
102
+43
| +73% | +$4.64K | ﹤0.01% | 1071 |
|
|
2021
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 1534 |
|
|
2021
Q2 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 1385 |
|
|
2020
Q4 | – | Sell |
-43
| Closed | -$3K | – | 1514 |
|
|
2020
Q3 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 897 |
|