Wealthspire Advisors (Maryland)’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-551
| Closed | -$39K | – | 596 |
|
|
2019
Q1 | $39K | Buy |
551
+460
| +505% | +$32.6K | ﹤0.01% | 981 |
|
|
2018
Q4 | $6K | Sell |
91
-2
| -2% | -$132 | ﹤0.01% | 1638 |
|
|
2018
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 1709 |
|
|
2018
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 1765 |
|
|
2018
Q1 | $5K | Sell |
93
-64
| -41% | -$3.44K | ﹤0.01% | 1791 |
|
|
2017
Q4 | $9K | Buy |
157
+68
| +76% | +$3.9K | ﹤0.01% | 1621 |
|
|
2017
Q3 | $4K | Buy |
89
+9
| +11% | +$404 | ﹤0.01% | 1832 |
|
|
2017
Q2 | $4K | Buy |
80
+64
| +400% | +$3.2K | ﹤0.01% | 1803 |
|
|
2017
Q1 | $1K | Sell |
16
-5
| -24% | -$313 | ﹤0.01% | 1768 |
|
|
2016
Q4 | $1K | Sell |
21
-2
| -9% | -$95 | ﹤0.01% | 1619 |
|
|
2016
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 1619 |
|
|
2016
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 1587 |
|
|
2016
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1623 |
|
|
2015
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1596 |
|