Aldebaran Financial’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 |
-1,660
| Closed | -$275K | – | 79 |
|
|
2022
Q1 | $275K | Hold |
1,660
| – | – | 0.21% | 76 |
|
|
2021
Q4 | $314K | Hold |
1,660
| – | – | 0.23% | 69 |
|
|
2021
Q3 | $281K | Buy |
1,660
+15
| +0.9% | +$2.54K | 0.23% | 71 |
|
|
2021
Q2 | $256K | Buy |
1,645
+35
| +2% | +$5.45K | 0.21% | 74 |
|
|
2021
Q1 | $241K | Buy |
+1,610
| New | +$241K | 0.21% | 78 |
|