AWM
Axxcess Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,828
| Closed | -$261K | – | 802 |
|
|
2023
Q2 | $261K | Buy |
+1,828
| New | +$261K | 0.02% | 482 |
|
|
2023
Q1 | – | Sell |
-2,302
| Closed | -$351K | – | 635 |
|
|
2022
Q4 | $351K | Buy |
2,302
+44
| +2% | +$6.71K | 0.03% | 423 |
|
|
2022
Q3 | $294K | Sell |
2,258
-1,831
| -45% | -$238K | 0.03% | 403 |
|
|
2022
Q2 | $609K | Sell |
4,089
-279
| -6% | -$41.6K | 0.06% | 259 |
|
|
2022
Q1 | $723K | Sell |
4,368
-469
| -10% | -$77.6K | 0.06% | 278 |
|
|
2021
Q4 | $913K | Buy |
+4,837
| New | +$913K | 0.07% | 226 |
|