Wealthfront’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.03M | Buy |
11,738
+1,219
| +12% | +$107K | 0.01% | 251 |
|
|
2018
Q2 | $898K | Buy |
10,519
+1,346
| +15% | +$115K | 0.01% | 271 |
|
|
2018
Q1 | $753K | Buy |
9,173
+6,266
| +216% | +$514K | 0.01% | 309 |
|
|
2017
Q4 | $266K | Buy |
+2,907
| New | +$266K | ﹤0.01% | 448 |
|
|
2015
Q4 | – | Sell |
-2
| Closed | – | – | 358 |
|
|
2015
Q3 | $0 | Sell |
2
-174
| -99% | – | ﹤0.01% | 1246 |
|
|
2015
Q2 | $9K | Buy |
176
+174
| +8,700% | +$8.9K | ﹤0.01% | 865 |
|
|
2015
Q1 | $0 | Sell |
2
-11
| -85% | – | ﹤0.01% | 1196 |
|
|
2014
Q4 | $1K | Sell |
13
-28
| -68% | -$2.15K | ﹤0.01% | 615 |
|
|
2014
Q3 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 591 |
|