Wilmington Savings Fund Society’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 | $7.67K | Hold |
100
| – | – | ﹤0.01% | 1686 |
|
|
2025
Q1 | $7.87K | Hold |
100
| – | – | ﹤0.01% | 1694 |
|
|
2024
Q4 | $7.77K | Hold |
100
| – | – | ﹤0.01% | 1713 |
|
|
2024
Q3 | $8.33K | Buy |
+100
| New | +$8.33K | ﹤0.01% | 1675 |
|
|
2014
Q1 | – | Sell |
-9,450
| Closed | -$271K | – | 394 |
|
|
2013
Q4 | $271K | Sell |
9,450
-2,200
| -19% | -$63.1K | 0.02% | 335 |
|
|
2013
Q3 | $321K | Hold |
11,650
| – | – | 0.02% | 310 |
|
|
2013
Q2 | $313K | Buy |
+11,650
| New | +$313K | 0.02% | 311 |
|