HWA
HHM Wealth Advisors’s American Water Works AWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-50
| Closed | -$7K | – | 697 |
|
2022
Q3 | $7K | Sell |
50
-335
| -87% | -$46.9K | ﹤0.01% | 480 |
|
2022
Q2 | $57K | Hold |
385
| – | – | 0.01% | 264 |
|
2022
Q1 | $64K | Sell |
385
-7
| -2% | -$1.16K | 0.02% | 268 |
|
2021
Q4 | $74K | Hold |
392
| – | – | 0.02% | 257 |
|
2021
Q3 | $66K | Buy |
392
+1
| +0.3% | +$168 | 0.02% | 262 |
|
2021
Q2 | $60K | Hold |
391
| – | – | 0.02% | 273 |
|
2021
Q1 | $59K | Buy |
391
+25
| +7% | +$3.77K | 0.02% | 255 |
|
2020
Q4 | $56K | Buy |
366
+31
| +9% | +$4.74K | 0.02% | 244 |
|
2020
Q3 | $49K | Hold |
335
| – | – | 0.02% | 225 |
|
2020
Q2 | $43K | Hold |
335
| – | – | 0.02% | 240 |
|
2020
Q1 | $40K | Buy |
+335
| New | +$40K | 0.02% | 229 |
|