BerganKDV Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.56K | Hold |
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|
2022
Q4 | $2.65K | Sell |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $28K | Buy |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | $19K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $14K | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $26K | Buy |
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