Aperio Group’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $312K | Buy |
6,691
+640
| +11% | +$29.8K | ﹤0.01% | 2167 |
|
|
2020
Q3 | $256K | Sell |
6,051
-1,549
| -20% | -$65.5K | ﹤0.01% | 2131 |
|
|
2020
Q2 | $364K | Buy |
7,600
+1,890
| +33% | +$90.5K | ﹤0.01% | 1938 |
|
|
2020
Q1 | $248K | Buy |
+5,710
| New | +$248K | ﹤0.01% | 2004 |
|
|
2019
Q3 | – | Sell |
-3,329
| Closed | -$119K | – | 2775 |
|
|
2019
Q2 | $119K | Buy |
+3,329
| New | +$119K | ﹤0.01% | 2334 |
|
|
2017
Q3 | – | Sell |
-5,988
| Closed | -$209K | – | 2240 |
|
|
2017
Q2 | $209K | Buy |
5,988
+123
| +2% | +$4.29K | ﹤0.01% | 2079 |
|
|
2017
Q1 | $205K | Sell |
5,865
-1,654
| -22% | -$57.8K | ﹤0.01% | 2025 |
|
|
2016
Q4 | $288K | Buy |
7,519
+725
| +11% | +$27.8K | ﹤0.01% | 1813 |
|
|
2016
Q3 | $202K | Buy |
+6,794
| New | +$202K | ﹤0.01% | 1936 |
|
|
2016
Q2 | – | Sell |
-8,250
| Closed | -$252K | – | 2036 |
|
|
2016
Q1 | $252K | Buy |
+8,250
| New | +$252K | ﹤0.01% | 1749 |
|