APWM
Atlas Private Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.69M | Buy |
13,862
+2,042
| +17% | +$250K | 0.71% | 49 |
|
|
2023
Q4 | $1.56M | Sell |
11,820
-575
| -5% | -$75.9K | 0.73% | 48 |
|
|
2023
Q3 | $1.53M | Sell |
12,395
-393
| -3% | -$48.7K | 0.82% | 42 |
|
|
2023
Q2 | $1.83M | Buy |
12,788
+6,968
| +120% | +$995K | 0.96% | 31 |
|
|
2023
Q1 | $853K | Buy |
5,820
+119
| +2% | +$17.4K | 0.51% | 67 |
|
|
2022
Q4 | $869K | Buy |
5,701
+426
| +8% | +$64.9K | 0.4% | 60 |
|
|
2022
Q3 | $687K | Buy |
5,275
+154
| +3% | +$20.1K | 0.5% | 62 |
|
|
2022
Q2 | $762K | Sell |
5,121
-340
| -6% | -$50.6K | 0.52% | 64 |
|
|
2022
Q1 | $904K | Buy |
+5,461
| New | +$904K | 0.53% | 65 |
|