Baystate Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $396 | Hold |
3
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q3 | $371 | Buy |
+3
| New | +$371 | ﹤0.01% | 953 |
|
|
2018
Q1 | – | Sell |
-162
| Closed | -$13K | – | 678 |
|
|
2017
Q4 | $13K | Buy |
+162
| New | +$13K | ﹤0.01% | 342 |
|
|
2017
Q3 | – | Sell |
-10
| Closed | -$1K | – | 652 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 547 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 511 |
|