WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $40K | Buy |
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|
2017
Q1 | $37K | Buy |
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|
2016
Q4 | $38K | Buy |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $36K | Buy |
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|
2016
Q1 | $32K | Buy |
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|
2015
Q4 | $17K | Buy |
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|
2015
Q3 | $17K | Buy |
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|
2015
Q2 | $15K | Sell |
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|
2015
Q1 | $22K | Sell |
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|
2014
Q4 | $323K | Sell |
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|
2014
Q3 | $351K | Buy |
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|
2014
Q2 | $383K | Buy |
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|
2014
Q1 | $367K | Buy |
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|
2013
Q4 | $296K | Buy |
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|
2013
Q3 | $11K | Hold |
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|
2013
Q2 | $11K | Buy |
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