JSF Financial’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,146
| Closed | -$405K | – | 115 |
|
|
2021
Q4 | $405K | Buy |
2,146
+259
| +14% | +$48.9K | 0.2% | 64 |
|
|
2021
Q3 | $319K | Buy |
1,887
+183
| +11% | +$30.9K | 0.16% | 76 |
|
|
2021
Q2 | $263K | Buy |
1,704
+147
| +9% | +$22.7K | 0.16% | 83 |
|
|
2021
Q1 | $233K | Buy |
1,557
+179
| +13% | +$26.8K | 0.15% | 77 |
|
|
2020
Q4 | $211K | Buy |
+1,378
| New | +$211K | 0.15% | 84 |
|