Lake Street Advisors Group’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$232K Buy
1,862
+4
+0.2% +$498 0.01% 525
2024
Q3
$272K Buy
1,858
+75
+4% +$11K 0.01% 482
2024
Q2
$230K Buy
1,783
+57
+3% +$7.36K 0.01% 507
2024
Q1
$211K Sell
1,726
-98
-5% -$12K 0.01% 545
2023
Q4
$241K Buy
+1,824
New +$241K 0.01% 501