Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
7,408
+5
| +0.1% | +$383 | 0.01% | 613 |
|
|
2025
Q1 | $582K | Buy |
7,403
+1
| +0% | +$79 | 0.02% | 557 |
|
|
2024
Q4 | $575K | Buy |
7,402
+10
| +0.1% | +$777 | 0.02% | 536 |
|
|
2024
Q3 | $616K | Sell |
7,392
-2
| -0% | -$167 | 0.02% | 527 |
|
|
2024
Q2 | $537K | Buy |
7,394
+2
| +0% | +$145 | 0.02% | 524 |
|
|
2024
Q1 | $534K | Buy |
+7,392
| New | +$534K | 0.02% | 527 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | -$1K | – | 654 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1956 |
|