Boenning & Scattergood’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $837K | Hold |
18,605
| – | – | 0.13% | 185 |
|
|
2022
Q3 | $715K | Hold |
18,605
| – | – | 0.15% | 166 |
|
|
2022
Q2 | $752K | Hold |
18,605
| – | – | 0.14% | 168 |
|
|
2022
Q1 | $837K | Hold |
18,605
| – | – | 0.13% | 185 |
|
|
2021
Q4 | $926K | Hold |
18,605
| – | – | 0.15% | 161 |
|
|
2021
Q3 | $812K | Sell |
18,605
-200
| -1% | -$8.73K | 0.14% | 171 |
|
|
2021
Q2 | $852K | Hold |
18,805
| – | – | 0.15% | 159 |
|
|
2021
Q1 | $921K | Hold |
18,805
| – | – | 0.18% | 143 |
|
|
2020
Q4 | $876K | Hold |
18,805
| – | – | 0.19% | 137 |
|
|
2020
Q3 | $795K | Buy |
18,805
+230
| +1% | +$9.72K | 0.19% | 135 |
|
|
2020
Q2 | $891K | Hold |
18,575
| – | – | 0.24% | 105 |
|
|
2020
Q1 | $807K | Sell |
18,575
-500
| -3% | -$21.7K | 0.28% | 92 |
|
|
2019
Q4 | $880K | Sell |
19,075
-406
| -2% | -$18.7K | 0.23% | 116 |
|
|
2019
Q3 | $851K | Buy |
19,481
+2
| +0% | +$87 | 0.25% | 115 |
|
|
2019
Q2 | $696K | Buy |
19,479
+2
| +0% | +$71 | 0.2% | 129 |
|
|
2019
Q1 | $668K | Buy |
19,477
+3
| +0% | +$103 | 0.2% | 131 |
|
|
2018
Q4 | $624K | Buy |
19,474
+1,302
| +7% | +$41.7K | 0.22% | 128 |
|
|
2018
Q3 | $552K | Buy |
18,172
+3,002
| +20% | +$91.2K | 0.18% | 148 |
|
|
2018
Q2 | $482K | Buy |
+15,170
| New | +$482K | 0.16% | 163 |
|