YorkBridge Wealth Partners’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-50
| Closed | -$6K | – | 205 |
|
|
2019
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 636 |
|
|
2019
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 651 |
|
|
2018
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 632 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 665 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 696 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 693 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 717 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 719 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 716 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 701 |
|
|
2016
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 690 |
|