LFA
Legacy Financial Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-338
| Closed | -$35K | – | 185 |
|
|
2019
Q1 | $35K | Buy |
338
+29
| +9% | +$3K | 0.01% | 336 |
|
|
2018
Q4 | $28K | Buy |
309
+9
| +3% | +$816 | 0.01% | 347 |
|
|
2018
Q3 | $26K | Hold |
300
| – | – | 0.01% | 334 |
|
|
2018
Q2 | $26K | Hold |
300
| – | – | 0.01% | 339 |
|
|
2018
Q1 | $24K | Hold |
300
| – | – | 0.01% | 338 |
|
|
2017
Q4 | $27K | Buy |
+300
| New | +$27K | 0.01% | 320 |
|