TW
TrinityPoint Wealth’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $607K | Buy |
4,879
+7
| +0.1% | +$871 | 0.09% | 210 |
|
|
2024
Q3 | $712K | Sell |
4,872
-336
| -6% | -$49.1K | 0.1% | 190 |
|
|
2024
Q2 | $673K | Buy |
5,208
+23
| +0.4% | +$2.97K | 0.11% | 181 |
|
|
2024
Q1 | $634K | Sell |
5,185
-21
| -0.4% | -$2.57K | 0.1% | 172 |
|
|
2023
Q4 | $687K | Sell |
5,206
-110
| -2% | -$14.5K | 0.12% | 160 |
|
|
2023
Q3 | $658K | Buy |
+5,316
| New | +$658K | 0.13% | 155 |
|