SRA
Secured Retirement 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 |
-3,087
| Closed | -$384K | – | 123 |
|
|
2024
Q4 | $384K | Sell |
3,087
-5,211
| -63% | -$649K | 0.22% | 112 |
|
|
2024
Q3 | $1.21M | Buy |
8,298
+453
| +6% | +$66.2K | 0.87% | 44 |
|
|
2024
Q2 | $1.01M | Buy |
7,845
+734
| +10% | +$94.8K | 0.79% | 48 |
|
|
2024
Q1 | $869K | Buy |
7,111
+1,749
| +33% | +$214K | 0.74% | 53 |
|
|
2023
Q4 | $708K | Buy |
+5,362
| New | +$708K | 0.68% | 54 |
|