BWA
BDO Wealth Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $19.3K | Buy |
135
+45
| +50% | +$6.42K | ﹤0.01% | 578 |
|
|
2023
Q1 | $13.2K | Hold |
90
| – | – | ﹤0.01% | 654 |
|
|
2022
Q4 | $13.7K | Hold |
90
| – | – | ﹤0.01% | 637 |
|
|
2022
Q3 | $12K | Hold |
90
| – | – | ﹤0.01% | 670 |
|
|
2022
Q2 | $13K | Hold |
90
| – | – | ﹤0.01% | 635 |
|
|
2022
Q1 | $15K | Hold |
90
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $17K | Hold |
90
| – | – | ﹤0.01% | 648 |
|
|
2021
Q3 | $15K | Buy |
+90
| New | +$15K | ﹤0.01% | 659 |
|
|
2021
Q1 | – | Sell |
-38
| Closed | -$6K | – | 1157 |
|
|
2020
Q4 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 609 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$2K | – | 549 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 549 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 572 |
|
|
2018
Q1 | $2K | Buy |
25
+15
| +150% | +$1.2K | ﹤0.01% | 503 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 450 |
|
|
2017
Q3 | – | Sell |
-25
| Closed | -$2K | – | 443 |
|
|
2017
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 487 |
|