Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-65
| Closed | -$5K | – | 564 |
|
|
2021
Q1 | $5K | Buy |
65
+27
| +71% | +$2.08K | ﹤0.01% | 1451 |
|
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q3 | $3K | Sell |
38
-97
| -72% | -$7.66K | ﹤0.01% | 1285 |
|
|
2020
Q2 | $11K | Buy |
135
+70
| +108% | +$5.7K | ﹤0.01% | 1178 |
|
|
2020
Q1 | $6K | Buy |
65
+30
| +86% | +$2.77K | ﹤0.01% | 1187 |
|
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 1365 |
|
|
2019
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 1289 |
|
|
2019
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 1312 |
|