Integrated Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-175
| Closed | -$13K | – | 289 |
|
|
2016
Q3 | $13K | Hold |
175
| – | – | ﹤0.01% | 700 |
|
|
2016
Q2 | $15K | Hold |
175
| – | – | 0.01% | 656 |
|
|
2016
Q1 | $12K | Hold |
175
| – | – | 0.01% | 658 |
|
|
2015
Q4 | $10K | Hold |
175
| – | – | ﹤0.01% | 756 |
|
|
2015
Q3 | $10K | Sell |
175
-96
| -35% | -$5.49K | ﹤0.01% | 752 |
|
|
2015
Q2 | $13K | Buy |
271
+95
| +54% | +$4.56K | 0.01% | 727 |
|
|
2015
Q1 | $9K | Buy |
+176
| New | +$9K | ﹤0.01% | 784 |
|