CWA
Carolina Wealth Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-146
| Closed | -$19.3K | – | 223 |
|
|
2023
Q4 | $19.3K | Hold |
146
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $18.1K | Hold |
146
| – | – | 0.01% | 149 |
|
|
2023
Q2 | $20.8K | Hold |
146
| – | – | 0.01% | 127 |
|
|
2023
Q1 | $21.4K | Hold |
146
| – | – | 0.01% | 126 |
|
|
2022
Q4 | $22K | Hold |
146
| – | – | 0.01% | 125 |
|
|
2022
Q3 | $19K | Hold |
146
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $22K | Hold |
146
| – | – | 0.01% | 140 |
|
|
2022
Q1 | $24K | Sell |
146
-300
| -67% | -$49.3K | 0.02% | 148 |
|
|
2021
Q4 | $84K | Buy |
446
+300
| +205% | +$56.5K | 0.05% | 110 |
|
|
2021
Q3 | $25K | Hold |
146
| – | – | 0.02% | 152 |
|
|
2021
Q2 | $23K | Hold |
146
| – | – | 0.02% | 160 |
|
|
2021
Q1 | $22K | Hold |
146
| – | – | 0.02% | 165 |
|
|
2020
Q4 | $22K | Hold |
146
| – | – | 0.02% | 113 |
|
|
2020
Q3 | $21K | Hold |
146
| – | – | 0.02% | 98 |
|
|
2020
Q2 | $19K | Hold |
146
| – | – | 0.02% | 91 |
|
|
2020
Q1 | $17K | Hold |
146
| – | – | 0.02% | 87 |
|
|
2019
Q4 | $18K | Buy |
+146
| New | +$18K | 0.02% | 106 |
|