Spirit of America Management Corp’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 | $313K | Buy |
2,250
+200
| +10% | +$27.8K | 0.07% | 224 |
|
|
2025
Q1 | $302K | Buy |
2,050
+200
| +11% | +$29.5K | 0.06% | 220 |
|
|
2024
Q4 | $230K | Buy |
1,850
+500
| +37% | +$62.2K | 0.05% | 227 |
|
|
2024
Q3 | $197K | Hold |
1,350
| – | – | 0.04% | 233 |
|
|
2024
Q2 | $174K | Buy |
1,350
+150
| +13% | +$19.4K | 0.04% | 234 |
|
|
2024
Q1 | $147K | Buy |
1,200
+450
| +60% | +$55K | 0.03% | 237 |
|
|
2023
Q4 | $99K | Hold |
750
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $92.9K | Buy |
750
+450
| +150% | +$55.7K | 0.02% | 217 |
|
|
2023
Q2 | $42.8K | Buy |
300
+100
| +50% | +$14.3K | 0.01% | 227 |
|
|
2023
Q1 | $29.3K | Buy |
+200
| New | +$29.3K | 0.01% | 229 |
|