Meridian Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,589
| Closed | -$207K | – | 528 |
|
|
2022
Q3 | $207K | Buy |
1,589
+16
| +1% | +$2.08K | 0.02% | 450 |
|
|
2022
Q2 | $234K | Buy |
+1,573
| New | +$234K | 0.02% | 489 |
|
|
2020
Q2 | – | Sell |
-3,751
| Closed | -$448K | – | 227 |
|
|
2020
Q1 | $448K | Buy |
3,751
+260
| +7% | +$31.1K | 0.2% | 118 |
|
|
2019
Q4 | $428K | Sell |
3,491
-222
| -6% | -$27.2K | 0.21% | 102 |
|
|
2019
Q3 | $461K | Buy |
+3,713
| New | +$461K | 0.22% | 92 |
|