Crewe Advisors’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-405
| Closed | -$50.2K | – | 438 |
|
|
2023
Q3 | $50.2K | Sell |
405
-5
| -1% | -$619 | 0.01% | 139 |
|
|
2023
Q2 | $58.5K | Sell |
410
-59
| -13% | -$8.42K | 0.01% | 257 |
|
|
2023
Q1 | $68.7K | Buy |
469
+400
| +580% | +$58.6K | 0.01% | 272 |
|
|
2022
Q4 | $10.5K | Sell |
69
-4
| -5% | -$610 | ﹤0.01% | 541 |
|
|
2022
Q3 | $10K | Buy |
73
+33
| +83% | +$4.52K | ﹤0.01% | 650 |
|
|
2022
Q2 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 707 |
|