Lee Financial’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
Q1 | – | Sell |
-39
| Closed | -$5.15K | – | 207 |
|
2023
Q4 | $5.15K | Buy |
+39
| New | +$5.15K | ﹤0.01% | 537 |
|
2018
Q3 | – | Sell |
-400
| Closed | -$34K | – | 480 |
|
2018
Q2 | $34K | Buy |
+400
| New | +$34K | 0.01% | 283 |
|
2017
Q1 | – | Sell |
-124
| Closed | -$10K | – | 406 |
|
2016
Q4 | $10K | Buy |
+124
| New | +$10K | 0.01% | 281 |
|