TrueWealth LLC’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 538 |
|
|
2020
Q1 | $6K | Hold |
76
| – | – | ﹤0.01% | 514 |
|
|
2019
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 510 |
|
|
2019
Q3 | $7K | Buy |
76
+1
| +1% | +$92 | ﹤0.01% | 500 |
|
|
2019
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 533 |
|
|
2019
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 562 |
|
|
2018
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 537 |
|
|
2018
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 603 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 643 |
|
|
2018
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 604 |
|
|
2017
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 688 |
|