BA
Bellwether Advisors’s American Water Works AWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-65
| Closed | -$8.09K | – | 514 |
|
2024
Q4 | $8.09K | Buy |
+65
| New | +$8.09K | ﹤0.01% | 352 |
|
2023
Q1 | – | Sell |
-314
| Closed | -$47.9K | – | 493 |
|
2022
Q4 | $47.9K | Buy |
+314
| New | +$47.9K | 0.01% | 194 |
|
2022
Q2 | – | Sell |
-19
| Closed | -$3K | – | 405 |
|
2022
Q1 | $3K | Sell |
19
-142
| -88% | -$22.4K | ﹤0.01% | 406 |
|
2021
Q4 | $30K | Sell |
161
-2,532
| -94% | -$472K | 0.01% | 240 |
|
2021
Q3 | $455K | Buy |
+2,693
| New | +$455K | 0.15% | 110 |
|