Berman Capital Advisors’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Sell |
64
-21
| -25% | -$656 | ﹤0.01% | 1756 |
|
|
2021
Q2 | $3K | Buy |
85
+21
| +33% | +$741 | ﹤0.01% | 1531 |
|
|
2021
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 1454 |
|
|
2020
Q3 | $2K | Sell |
64
-40
| -38% | -$1.25K | ﹤0.01% | 1355 |
|
|
2020
Q2 | $4K | Buy |
104
+63
| +154% | +$2.42K | ﹤0.01% | 1092 |
|
|
2020
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1083 |
|