Back to AWR
True Wealth Design, LLC AWR Position History
American States Water Company • Utilities
Quarters held
5
Latest value
$37K
Q3 2026
Peak value
$37K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q4 2025 | $20K |
| Q1 2026 | $17K |
| Q2 2026 | $37K |
| Q3 2026 | $37K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $37K | 451 | — | — |
| Q2 2026 | $37K | 451 | — | — |
| Q1 2026 | $17K | 229 | — | — |
| Q4 2025 | $20K | 271 | — | — |
| Q3 2025 | $8K | 107 | — | — |
Other funds holding AWR
$325.2M
$185.4M
$185.4M
$156.1M
$63.3M
$61.9M