WMA
Wealth Management Associates’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,377
| Closed | -$515K | – | 194 |
|
|
2022
Q4 | $515K | Sell |
3,377
-205
| -6% | -$31.3K | 0.34% | 67 |
|
|
2022
Q3 | $466K | Buy |
3,582
+201
| +6% | +$26.2K | 0.33% | 80 |
|
|
2022
Q2 | $503K | Buy |
+3,381
| New | +$503K | 0.34% | 73 |
|
|
2021
Q3 | – | Sell |
-3,396
| Closed | -$523K | – | 193 |
|
|
2021
Q2 | $523K | Buy |
3,396
+20
| +0.6% | +$3.08K | 0.3% | 83 |
|
|
2021
Q1 | $506K | Buy |
+3,376
| New | +$506K | 0.32% | 75 |
|
|
2019
Q1 | – | Sell |
-4,240
| Closed | -$385K | – | 95 |
|
|
2018
Q4 | $385K | Buy |
+4,240
| New | +$385K | 0.52% | 49 |
|