PWP
Perfromance Wealth Partners’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,670
| Closed | -$217K | – | 164 |
|
|
2022
Q3 | $217K | Buy |
+1,670
| New | +$217K | 0.01% | 146 |
|
|
2022
Q2 | – | Sell |
-2,670
| Closed | -$442K | – | 168 |
|
|
2022
Q1 | $442K | Hold |
2,670
| – | – | 0.02% | 114 |
|
|
2021
Q4 | $504K | Buy |
+2,670
| New | +$504K | 0.02% | 116 |
|