MPS Loria Financial Planners’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$44K | – | 136 |
|
|
2021
Q1 | $44K | Hold |
300
| – | – | 0.02% | 173 |
|
|
2020
Q4 | $45K | Hold |
300
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $43K | Hold |
300
| – | – | 0.02% | 153 |
|
|
2020
Q2 | $39K | Buy |
+300
| New | +$39K | 0.02% | 159 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$25K | – | 98 |
|
|
2017
Q2 | $25K | Buy |
+300
| New | +$25K | 0.02% | 211 |
|