Cassady Schiller Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.49K | Buy |
28
+7
| +33% | +$872 | ﹤0.01% | 478 |
|
|
2024
Q3 | $3.07K | Hold |
21
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $2.71K | Hold |
21
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $2.57K | Buy |
+21
| New | +$2.57K | ﹤0.01% | 414 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$1.52K | – | 464 |
|
|
2022
Q4 | $1.52K | Buy |
+10
| New | +$1.52K | ﹤0.01% | 423 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 151 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 430 |
|