Cavalier Investments’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,300
| Closed | -$879K | – | 148 |
|
|
2017
Q2 | $879K | Hold |
11,300
| – | – | 0.49% | 50 |
|
|
2017
Q1 | $879K | Hold |
11,300
| – | – | 0.49% | 50 |
|
|
2016
Q4 | $818K | Hold |
11,300
| – | – | 0.53% | 40 |
|
|
2016
Q3 | $846K | Hold |
11,300
| – | – | 0.51% | 46 |
|
|
2016
Q2 | $955K | Buy |
+11,300
| New | +$955K | 0.56% | 38 |
|