SWM
Selective Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-209
| Closed | -$27K | – | 169 |
|
|
2022
Q3 | $27K | Buy |
209
+9
| +5% | +$1.16K | 0.01% | 380 |
|
|
2022
Q2 | $30K | Sell |
200
-300
| -60% | -$45K | 0.01% | 404 |
|
|
2022
Q1 | $83K | Hold |
500
| – | – | 0.03% | 229 |
|
|
2021
Q4 | $94K | Hold |
500
| – | – | 0.04% | 201 |
|
|
2021
Q3 | $85K | Buy |
500
+300
| +150% | +$51K | 0.05% | 201 |
|
|
2021
Q2 | $31K | Buy |
+200
| New | +$31K | 0.02% | 235 |
|