LWA
Lantern Wealth Advisors’s American Water Works AWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $543K | Buy |
+3,900
| New | +$543K | 0.32% | 75 |
|
2024
Q4 | $486K | Hold |
3,900
| – | – | 0.32% | 78 |
|
2024
Q3 | $570K | Hold |
3,900
| – | – | 0.4% | 67 |
|
2024
Q2 | $504K | Hold |
3,900
| – | – | 0.37% | 67 |
|
2024
Q1 | $477K | Buy |
+3,900
| New | +$477K | 0.33% | 77 |
|