Acorn Financial Advisory Services’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,279
| Closed | -$212K | – | 208 |
|
|
2022
Q1 | $212K | Sell |
1,279
-149
| -10% | -$24.7K | 0.04% | 213 |
|
|
2021
Q4 | $270K | Buy |
1,428
+1
| +0.1% | +$189 | 0.05% | 189 |
|
|
2021
Q3 | $241K | Hold |
1,427
| – | – | 0.07% | 194 |
|
|
2021
Q2 | $220K | Sell |
1,427
-104
| -7% | -$16K | 0.06% | 222 |
|
|
2021
Q1 | $233K | Buy |
1,531
+106
| +7% | +$16.1K | 0.09% | 190 |
|
|
2020
Q4 | $219K | Sell |
1,425
-100
| -7% | -$15.4K | 0.09% | 208 |
|
|
2020
Q3 | $221K | Buy |
+1,525
| New | +$221K | 0.12% | 190 |
|