WEPOG
Wealth Enhancement & Preservation of GA’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $718K | Buy |
5,028
+447
| +10% | +$63.8K | 0.69% | 28 |
|
|
2023
Q1 | $671K | Buy |
4,581
+426
| +10% | +$62.4K | 0.8% | 29 |
|
|
2022
Q4 | $633K | Buy |
4,155
+1,264
| +44% | +$193K | 1.03% | 25 |
|
|
2022
Q3 | $376K | Sell |
2,891
-4,748
| -62% | -$618K | 0.6% | 44 |
|
|
2022
Q2 | $1.15M | Sell |
7,639
-209
| -3% | -$31.3K | 1.21% | 23 |
|
|
2022
Q1 | $1.3M | Buy |
7,848
+519
| +7% | +$85.9K | 1% | 32 |
|
|
2021
Q4 | $1.38M | Buy |
7,329
+152
| +2% | +$28.7K | 0.93% | 26 |
|
|
2021
Q3 | $1.21M | Buy |
7,177
+335
| +5% | +$56.6K | 0.93% | 25 |
|
|
2021
Q2 | $1.06M | Buy |
6,842
+311
| +5% | +$48K | 0.78% | 37 |
|
|
2021
Q1 | $1.02M | Buy |
6,531
+331
| +5% | +$51.4K | 0.78% | 34 |
|
|
2020
Q4 | $952K | Buy |
+6,200
| New | +$952K | 0.82% | 36 |
|