TFO Wealth Partners’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$72 | – | 122 |
|
|
2024
Q1 | $72 | Hold |
1
| – | – | ﹤0.01% | 683 |
|
|
2023
Q4 | $80 | Hold |
1
| – | – | ﹤0.01% | 821 |
|
|
2023
Q3 | $87 | Hold |
1
| – | – | ﹤0.01% | 991 |
|
|
2023
Q2 | $87 | Hold |
1
| – | – | ﹤0.01% | 688 |
|
|
2023
Q1 | $89 | Sell |
1
-31
| -97% | -$2.76K | ﹤0.01% | 677 |
|
|
2022
Q4 | $2.02K | Buy |
+32
| New | +$2.02K | ﹤0.01% | 252 |
|