IWA
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Icon Wealth Advisors’s American Water Works AWK Stock Holding History

Icon Wealth Advisors’s Portfolio AWK Stock Details AWK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,055
Closed -$139K – 465
2023
Q4 		$139K Buy
+1,055
New +$139K 0.01% 373
2022
Q4 		– Sell
-1,157
Closed -$151K – 332
2022
Q3 		$151K Buy
+1,157
New +$151K 0.02% 334