Sugarloaf Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $59.8K | Buy |
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|
2024
Q3 | $70.2K | Buy |
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|
2024
Q2 | $49.6K | Hold |
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|
2024
Q1 | $46.9K | Hold |
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|
2023
Q4 | $50.7K | Hold |
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|
2023
Q3 | $47.6K | Hold |
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|
2023
Q2 | $54.8K | Hold |
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|
2023
Q1 | $56.3K | Hold |
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|
2022
Q4 | $58.5K | Hold |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $64K | Hold |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $58 | Hold |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $47K | Buy |
|