LA
Legacy Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-95
| Closed | -$11K | – | 130 |
|
|
2019
Q2 | $11K | Hold |
95
| – | – | 0.01% | 296 |
|
|
2019
Q1 | $10K | Buy |
+95
| New | +$10K | ﹤0.01% | 330 |
|
|
2018
Q4 | – | Sell |
-190
| Closed | -$17K | – | 138 |
|
|
2018
Q3 | $17K | Buy |
190
+95
| +100% | +$8.5K | 0.01% | 309 |
|
|
2018
Q2 | $8K | Hold |
95
| – | – | 0.01% | 320 |
|
|
2018
Q1 | $8K | Hold |
95
| – | – | 0.01% | 283 |
|
|
2017
Q4 | $8K | Hold |
95
| – | – | 0.01% | 271 |
|
|
2017
Q3 | $7K | Buy |
+95
| New | +$7K | 0.01% | 248 |
|