BIA
BMT Investment Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.42M | Hold |
20,236
| – | – | 1.52% | 23 |
|
|
2019
Q4 | $2.49M | Hold |
20,236
| – | – | 1.14% | 45 |
|
|
2019
Q3 | $2.51M | Buy |
20,236
+1,500
| +8% | +$186K | 1.28% | 31 |
|
|
2019
Q2 | $2.17M | Hold |
18,736
| – | – | 1.14% | 46 |
|
|
2019
Q1 | $1.95M | Hold |
18,736
| – | – | 1.07% | 57 |
|
|
2018
Q4 | $1.7M | Hold |
18,736
| – | – | 1.08% | 57 |
|
|
2018
Q3 | $1.65M | Hold |
18,736
| – | – | 0.95% | 66 |
|
|
2018
Q2 | $1.6M | Hold |
18,736
| – | – | 1.02% | 65 |
|
|
2018
Q1 | $1.54M | Hold |
18,736
| – | – | 1.04% | 66 |
|
|
2017
Q4 | $1.71M | Buy |
18,736
+835
| +5% | +$76.4K | 1.24% | 40 |
|
|
2017
Q3 | $1.45M | Buy |
+17,901
| New | +$1.45M | 1.34% | 37 |
|