TrueWealth LLC’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
2020
Q2
$260K Hold
2020
Q1
$241K Sell
2019
Q4
$449K Buy
2019
Q3
$452K Buy
2019
Q2
$421K Buy
2019
Q1
$376K Buy
2018
Q4
$326K Hold
2018
Q3
$316K Buy
2018
Q2
$179K Buy
2018
Q1
$171K Buy
2017
Q4
$189K Buy