Trifecta Capital Advisors’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
Q1 | – | Sell |
-36
| Closed | -$4.75K | – | 415 |
|
|
2023
Q4 | $4.75K | Buy |
36
+29
| +414% | +$3.83K | ﹤0.01% | 255 |
|
|
2023
Q3 | $867 | Hold |
7
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $1.03K | Hold |
7
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $1.07K | Buy |
+7
| New | +$1.07K | ﹤0.01% | 372 |
|