RFA
Resurgent Financial Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,659
| Closed | -$456K | – | 182 |
|
|
2024
Q4 | $456K | Buy |
3,659
+295
| +9% | +$36.7K | 0.27% | 104 |
|
|
2024
Q3 | $492K | Buy |
3,364
+588
| +21% | +$86K | 0.29% | 103 |
|
|
2024
Q2 | $359K | Buy |
2,776
+1,060
| +62% | +$137K | 0.22% | 126 |
|
|
2024
Q1 | $210K | Sell |
1,716
-4
| -0.2% | -$489 | 0.11% | 175 |
|
|
2023
Q4 | $227K | Buy |
1,720
+702
| +69% | +$92.7K | 0.14% | 154 |
|
|
2023
Q3 | $126K | Buy |
1,018
+45
| +5% | +$5.57K | 0.09% | 197 |
|
|
2023
Q2 | $139K | Buy |
973
+4
| +0.4% | +$571 | 0.09% | 190 |
|
|
2023
Q1 | $142K | Buy |
969
+477
| +97% | +$69.9K | 0.09% | 188 |
|
|
2022
Q4 | $75K | Buy |
+492
| New | +$75K | 0.04% | 352 |
|