RWA
Ropes Wealth Advisors’s American Water Works AWK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-18
| Closed | -$3K | – | 290 |
|
2020
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 597 |
|
2017
Q1 | – | Sell |
-300
| Closed | -$22K | – | 517 |
|
2016
Q4 | $22K | Hold |
300
| – | – | 0.01% | 393 |
|
2016
Q3 | $22K | Sell |
300
-54
| -15% | -$3.96K | 0.01% | 352 |
|
2016
Q2 | $30K | Buy |
+354
| New | +$30K | 0.01% | 304 |
|