LFA
Legend Financial Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$64.6K | – | 174 |
|
|
2024
Q2 | $64.6K | Hold |
500
| – | – | 0.05% | 52 |
|
|
2024
Q1 | $61.1K | Sell |
500
-500
| -50% | -$61.1K | 0.04% | 53 |
|
|
2023
Q4 | $132K | Hold |
1,000
| – | – | 0.11% | 40 |
|
|
2023
Q3 | $124K | Hold |
1,000
| – | – | 0.11% | 48 |
|
|
2023
Q2 | $143K | Hold |
1,000
| – | – | 0.12% | 43 |
|
|
2023
Q1 | $146K | Hold |
1,000
| – | – | 0.12% | 39 |
|
|
2022
Q4 | $152K | Hold |
1,000
| – | – | 0.13% | 45 |
|
|
2022
Q3 | $130K | Buy |
+1,000
| New | +$130K | 0.12% | 42 |
|