AWM
Aries Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,680
| Closed | -$328K | – | 208 |
|
|
2024
Q1 | $328K | Sell |
2,680
-325
| -11% | -$39.7K | 0.11% | 156 |
|
|
2023
Q4 | $397K | Buy |
3,005
+265
| +10% | +$35K | 0.14% | 132 |
|
|
2023
Q3 | $329K | Buy |
2,740
+421
| +18% | +$50.5K | 0.13% | 141 |
|
|
2023
Q2 | $331K | Buy |
2,319
+215
| +10% | +$30.7K | 0.13% | 143 |
|
|
2023
Q1 | $308K | Buy |
2,104
+50
| +2% | +$7.33K | 0.13% | 144 |
|
|
2022
Q4 | $313K | Buy |
2,054
+75
| +4% | +$11.4K | 0.13% | 143 |
|
|
2022
Q3 | $288K | Buy |
1,979
+216
| +12% | +$31.4K | 0.13% | 145 |
|
|
2022
Q2 | $262K | Buy |
+1,763
| New | +$262K | 0.12% | 138 |
|