SteelPeak Wealth’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,233
| Closed | -$277K | – | 393 |
|
|
2023
Q3 | $277K | Buy |
+2,233
| New | +$277K | 0.02% | 328 |
|
|
2021
Q4 | – | Sell |
-4,723
| Closed | -$798K | – | 391 |
|
|
2021
Q3 | $798K | Sell |
4,723
-87
| -2% | -$14.7K | 0.05% | 181 |
|
|
2021
Q2 | $741K | Buy |
+4,810
| New | +$741K | 0.05% | 205 |
|