Wealthspire Advisors (Maryland)’s American States Water AWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-551	Closed	-$39K	–	597
2019 Q1	$39K	Buy	551 +460	+505%	+$31.5K	﹤0.01%	981
2018 Q4	$6K	Sell	91 -2	-2%	-$128	﹤0.01%	1639
2018 Q3	$6K	Hold	93	–	–	﹤0.01%	1711
2018 Q2	$5K	Hold	93	–	–	﹤0.01%	1767
2018 Q1	$5K	Sell	93 -64	-41%	-$3.46K	﹤0.01%	1791
2017 Q4	$9K	Buy	157 +68	+76%	+$3.73K	﹤0.01%	1621
2017 Q3	$4K	Buy	89 +9	+11%	+$444	﹤0.01%	1832
2017 Q2	$4K	Buy	80 +64	+400%	+$2.94K	﹤0.01%	1803
2017 Q1	$1K	Sell	16 -5	-24%	-$219	﹤0.01%	1768
2016 Q4	$1K	Sell	21 -2	-9%	-$83	﹤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	+$953	﹤0.01%	1596