High Net Worth Advisory Group’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,415
| Closed | -$202K | – | 190 |
|
|
2023
Q2 | $202K | Buy |
1,415
+35
| +3% | +$5K | 0.08% | 194 |
|
|
2023
Q1 | $202K | Hold |
1,380
| – | – | 0.08% | 183 |
|
|
2022
Q4 | $210K | Hold |
1,380
| – | – | 0.08% | 179 |
|
|
2022
Q3 | $180K | Hold |
1,380
| – | – | 0.08% | 193 |
|
|
2022
Q2 | $205K | Hold |
1,380
| – | – | 0.09% | 182 |
|
|
2022
Q1 | $229K | Hold |
1,380
| – | – | 0.08% | 170 |
|
|
2021
Q4 | $261K | Buy |
+1,380
| New | +$261K | 0.09% | 167 |
|