Rise Advisors’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Buy |
123
+1
| +0.8% | +$139 | 0.01% | 631 |
|
|
2025
Q1 | $18K | Sell |
122
-23
| -16% | -$3.4K | 0.01% | 561 |
|
|
2024
Q4 | $18.1K | Hold |
145
| – | – | 0.01% | 726 |
|
|
2024
Q3 | $21.1K | Buy |
145
+1
| +0.7% | +$146 | 0.01% | 650 |
|
|
2024
Q2 | $18.6K | Buy |
144
+1
| +0.7% | +$129 | 0.01% | 678 |
|
|
2024
Q1 | $17.5K | Buy |
+143
| New | +$17.5K | 0.01% | 742 |
|