Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Sell |
4
-500
| -99% | -$125K | ﹤0.01% | 361 |
|
|
2022
Q1 | $83K | Hold |
504
| – | – | 0.04% | 46 |
|
|
2021
Q4 | $95K | Hold |
504
| – | – | 0.04% | 44 |
|
|
2021
Q3 | $85K | Hold |
504
| – | – | 0.04% | 43 |
|
|
2021
Q2 | $78K | Buy |
+504
| New | +$78K | 0.04% | 46 |
|
|
2020
Q1 | $60K | Hold |
504
| – | – | 0.05% | 39 |
|
|
2019
Q4 | $62K | Buy |
+504
| New | +$62K | 0.02% | 105 |
|
|
2019
Q2 | $58K | Hold |
504
| – | – | 0.02% | 119 |
|
|
2019
Q1 | $58K | Hold |
504
| – | – | 0.02% | 119 |
|
|
2018
Q4 | $46K | Buy |
+504
| New | +$46K | 0.02% | 259 |
|