TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,724
| Closed | -$326K | – | 167 |
|
|
2021
Q4 | $326K | Hold |
1,724
| – | – | 0.16% | 135 |
|
|
2021
Q3 | $291K | Hold |
1,724
| – | – | 0.16% | 146 |
|
|
2021
Q2 | $293K | Sell |
1,724
-13
| -0.7% | -$2.21K | 0.15% | 152 |
|
|
2021
Q1 | $260K | Hold |
1,737
| – | – | 0.15% | 146 |
|
|
2020
Q4 | $267K | Buy |
+1,737
| New | +$267K | 0.16% | 141 |
|