Sugarloaf Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $59.8K | Buy |
481
+1
| +0.2% | +$124 | 0.01% | 281 |
|
|
2024
Q3 | $70.2K | Buy |
480
+96
| +25% | +$14K | 0.01% | 273 |
|
|
2024
Q2 | $49.6K | Hold |
384
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $46.9K | Hold |
384
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $50.7K | Hold |
384
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $47.6K | Hold |
384
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $54.8K | Hold |
384
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $56.3K | Hold |
384
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $58.5K | Hold |
384
| – | – | 0.01% | 263 |
|
|
2022
Q3 | $50K | Hold |
384
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $57K | Hold |
384
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $64K | Hold |
384
| – | – | 0.02% | 243 |
|
|
2021
Q4 | $73K | Hold |
384
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $65K | Hold |
384
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $59K | Hold |
384
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $58 | Hold |
384
| – | – | 0.02% | 249 |
|
|
2020
Q4 | $59K | Hold |
384
| – | – | 0.02% | 236 |
|
|
2020
Q3 | $56K | Hold |
384
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $49K | Hold |
384
| – | – | 0.02% | 237 |
|
|
2020
Q1 | $46K | Hold |
384
| – | – | 0.02% | 230 |
|
|
2019
Q4 | $47K | Buy |
+384
| New | +$47K | 0.02% | 256 |
|