Evoke Wealth’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-151
| Closed | -$20K | – | 425 |
|
|
2022
Q3 | $20K | Hold |
151
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $22K | Buy |
151
+6
| +4% | +$874 | ﹤0.01% | 632 |
|
|
2022
Q1 | $24K | Buy |
145
+26
| +22% | +$4.3K | ﹤0.01% | 620 |
|
|
2021
Q4 | $22K | Buy |
119
+2
| +2% | +$370 | ﹤0.01% | 665 |
|
|
2021
Q3 | $19K | Hold |
117
| – | – | ﹤0.01% | 638 |
|
|
2021
Q2 | $18K | Sell |
117
-50
| -30% | -$7.69K | ﹤0.01% | 665 |
|
|
2021
Q1 | $25K | Buy |
167
+47
| +39% | +$7.04K | ﹤0.01% | 548 |
|
|
2020
Q4 | $18K | Hold |
120
| – | – | ﹤0.01% | 507 |
|
|
2020
Q3 | $17K | Hold |
120
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $15K | Sell |
120
-6
| -5% | -$750 | ﹤0.01% | 506 |
|
|
2020
Q1 | $15.1K | Buy |
126
+3
| +2% | +$359 | ﹤0.01% | 471 |
|
|
2019
Q4 | $15.1K | Buy |
123
+12
| +11% | +$1.48K | ﹤0.01% | 655 |
|
|
2019
Q3 | $13.8K | Buy |
+111
| New | +$13.8K | ﹤0.01% | 750 |
|