Ethos Financial Group’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	-2,135	Closed	-$264K	–	272
2023 Q3	$264K	Sell	2,135 -48	-2%	-$5.95K	0.07%	142
2023 Q2	$320K	Hold	2,183	–	–	0.11%	96
2023 Q1	$320K	Buy	2,183 +195	+10%	+$28.6K	0.1%	115
2022 Q4	$318K	Buy	+1,988	New	+$318K	0.11%	98