XWM
Xcel Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,434
| Closed | -$212K | – | 130 |
|
|
2025
Q1 | $212K | Buy |
+1,434
| New | +$212K | 0.07% | 127 |
|
|
2024
Q4 | – | Sell |
-1,434
| Closed | -$210K | – | 127 |
|
|
2024
Q3 | $210K | Buy |
+1,434
| New | +$210K | 0.06% | 121 |
|
|
2023
Q3 | – | Sell |
-1,434
| Closed | -$205K | – | 108 |
|
|
2023
Q2 | $205K | Hold |
1,434
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $210K | Hold |
1,434
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $219K | Buy |
+1,434
| New | +$219K | 0.09% | 116 |
|
|
2022
Q3 | – | Sell |
-1,434
| Closed | -$213K | – | 122 |
|
|
2022
Q2 | $213K | Hold |
1,434
| – | – | 0.08% | 116 |
|
|
2022
Q1 | $237K | Hold |
1,434
| – | – | 0.07% | 128 |
|
|
2021
Q4 | $271K | Hold |
1,434
| – | – | 0.07% | 130 |
|
|
2021
Q3 | $242K | Hold |
1,434
| – | – | 0.07% | 128 |
|
|
2021
Q2 | $221K | Hold |
1,434
| – | – | 0.07% | 135 |
|
|
2021
Q1 | $215K | Hold |
1,434
| – | – | 0.08% | 124 |
|
|
2020
Q4 | $220K | Hold |
1,434
| – | – | 0.09% | 115 |
|
|
2020
Q3 | $207K | Sell |
1,434
-150
| -9% | -$21.7K | 0.11% | 106 |
|
|
2020
Q2 | $203K | Buy |
+1,584
| New | +$203K | 0.13% | 97 |
|