Tortoise Capital Advisors’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
Q1 | – | Sell |
-5,270
| Closed | -$424K | – | 86 |
|
|
2023
Q4 | $424K | Sell |
5,270
-598
| -10% | -$48.1K | 0.01% | 90 |
|
|
2023
Q3 | $462K | Buy |
+5,868
| New | +$462K | 0.01% | 88 |
|
|
2020
Q3 | – | Sell |
-5,816
| Closed | -$457K | – | 110 |
|
|
2020
Q2 | $457K | Sell |
5,816
-743
| -11% | -$58.4K | 0.01% | 76 |
|
|
2020
Q1 | $536K | Buy |
+6,559
| New | +$536K | 0.01% | 85 |
|