Polaris Wealth Advisory Group’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.1M | Sell |
|
|||||
|
2023
Q2 | $13.4M | Sell |
|
|||||
|
2023
Q1 | $14.1M | Sell |
|
|||||
|
2022
Q4 | $16.3M | Sell |
|
|||||
|
2022
Q3 | $13.3M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $2.68M | Buy |
|
|||||
|
2017
Q3 | $1.95M | Buy |
|
|||||
|
2017
Q2 | $1.49M | Buy |
|
|||||
|
2017
Q1 | $1.34M | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $2.7M | Buy |
|