Values First Advisors’s American Water Works AWK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,319
Closed -$218K 159
2022
Q1
$218K Buy
1,319
+137
+12% +$22.6K 0.14% 145
2021
Q4
$223K Buy
+1,182
New +$223K 0.13% 150