BHWM
Beaird Harris Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$14.6K | – | 474 |
|
|
2023
Q1 | $14.6K | Sell |
100
-12
| -11% | -$1.76K | ﹤0.01% | 243 |
|
|
2022
Q4 | $17.1K | Buy |
112
+12
| +12% | +$1.83K | ﹤0.01% | 273 |
|
|
2022
Q3 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 257 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$17K | – | 418 |
|
|
2022
Q1 | $17K | Hold |
100
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $19K | Buy |
+100
| New | +$19K | 0.01% | 329 |
|