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DFPG Investments’s American Water Works AWK Stock Holding History

DFPG Investments’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$243K Buy
1,816
+6
+0.3% +$801 0.02% 560
2023
Q3 		$225K Buy
+1,810
New +$225K 0.02% 534
2020
Q4 		– Sell
-1,396
Closed -$216K – 164
2020
Q3 		$216K Buy
+1,396
New +$216K 0.12% 152