Cambridge Investment Research Advisors’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
10,010
-1,504
| -13% | -$47.5K | ﹤0.01% | 2939 |
|
|
2025
Q1 | $399K | Sell |
11,514
-769
| -6% | -$26.6K | ﹤0.01% | 2643 |
|
|
2024
Q4 | $402K | Sell |
12,283
-2,583
| -17% | -$84.5K | ﹤0.01% | 2602 |
|
|
2024
Q3 | $557K | Buy |
14,866
+36
| +0.2% | +$1.35K | ﹤0.01% | 2320 |
|
|
2024
Q2 | $550K | Buy |
14,830
+6
| +0% | +$223 | ﹤0.01% | 2224 |
|
|
2024
Q1 | $538K | Buy |
14,824
+1,169
| +9% | +$42.4K | ﹤0.01% | 2217 |
|
|
2023
Q4 | $527K | Sell |
13,655
-1,448
| -10% | -$55.9K | ﹤0.01% | 2139 |
|
|
2023
Q3 | $566K | Sell |
15,103
-86
| -0.6% | -$3.22K | ﹤0.01% | 1988 |
|
|
2023
Q2 | $627K | Buy |
15,189
+78
| +0.5% | +$3.22K | ﹤0.01% | 1958 |
|
|
2023
Q1 | $675K | Buy |
15,111
+2,746
| +22% | +$123K | ﹤0.01% | 1871 |
|
|
2022
Q4 | $556K | Sell |
12,365
-105
| -0.8% | -$4.72K | ﹤0.01% | 1928 |
|
|
2022
Q3 | $479K | Buy |
12,470
+28
| +0.2% | +$1.08K | ﹤0.01% | 1971 |
|
|
2022
Q2 | $503K | Buy |
12,442
+27
| +0.2% | +$1.09K | ﹤0.01% | 1957 |
|
|
2022
Q1 | $558K | Buy |
12,415
+1,852
| +18% | +$83.2K | ﹤0.01% | 2015 |
|
|
2021
Q4 | $526K | Sell |
10,563
-240
| -2% | -$12K | ﹤0.01% | 2070 |
|
|
2021
Q3 | $472K | Sell |
10,803
-435
| -4% | -$19K | ﹤0.01% | 2096 |
|
|
2021
Q2 | $509K | Buy |
11,238
+449
| +4% | +$20.3K | ﹤0.01% | 2047 |
|
|
2021
Q1 | $528K | Buy |
10,789
+274
| +3% | +$13.4K | ﹤0.01% | 1872 |
|
|
2020
Q4 | $490K | Buy |
10,515
+23
| +0.2% | +$1.07K | ﹤0.01% | 1779 |
|
|
2020
Q3 | $443K | Buy |
10,492
+22
| +0.2% | +$929 | ﹤0.01% | 1684 |
|
|
2020
Q2 | $502K | Sell |
10,470
-222
| -2% | -$10.6K | ﹤0.01% | 1554 |
|
|
2020
Q1 | $465K | Sell |
10,692
-3,799
| -26% | -$165K | ﹤0.01% | 1407 |
|
|
2019
Q4 | $668K | Buy |
14,491
+1,144
| +9% | +$52.7K | 0.01% | 1394 |
|
|
2019
Q3 | $583K | Sell |
13,347
-3,873
| -22% | -$169K | 0.01% | 1401 |
|
|
2019
Q2 | $615K | Buy |
17,220
+26
| +0.2% | +$929 | 0.01% | 1304 |
|
|
2019
Q1 | $590K | Buy |
17,194
+32
| +0.2% | +$1.1K | 0.01% | 1377 |
|
|
2018
Q4 | $550K | Sell |
17,162
-3
| -0% | -$96 | 0.01% | 1263 |
|
|
2018
Q3 | $522K | Sell |
17,165
-391
| -2% | -$11.9K | 0.01% | 1417 |
|
|
2018
Q2 | $558K | Sell |
17,556
-1,726
| -9% | -$54.9K | 0.01% | 1340 |
|
|
2018
Q1 | $598K | Sell |
19,282
-210
| -1% | -$6.51K | 0.01% | 1248 |
|
|
2017
Q4 | $661K | Sell |
19,492
-2,406
| -11% | -$81.6K | 0.01% | 1147 |
|
|
2017
Q3 | $742K | Sell |
21,898
-173
| -0.8% | -$5.86K | 0.01% | 996 |
|
|
2017
Q2 | $769K | Buy |
22,071
+36
| +0.2% | +$1.25K | 0.01% | 941 |
|
|
2017
Q1 | $772K | Sell |
22,035
-886
| -4% | -$31K | 0.01% | 856 |
|
|
2016
Q4 | $876K | Sell |
22,921
-377
| -2% | -$14.4K | 0.02% | 747 |
|
|
2016
Q3 | $691K | Buy |
23,298
+402
| +2% | +$11.9K | 0.01% | 859 |
|
|
2016
Q2 | $734K | Buy |
22,896
+3,199
| +16% | +$103K | 0.02% | 754 |
|
|
2016
Q1 | $601K | Buy |
19,697
+5,049
| +34% | +$154K | 0.01% | 801 |
|
|
2015
Q4 | $365K | Buy |
14,648
+55
| +0.4% | +$1.37K | 0.01% | 1024 |
|
|
2015
Q3 | $307K | Buy |
14,593
+58
| +0.4% | +$1.22K | 0.01% | 1013 |
|
|
2015
Q2 | $303K | Buy |
14,535
+4
| +0% | +$83 | 0.01% | 1053 |
|
|
2015
Q1 | $353K | Buy |
14,531
+54
| +0.4% | +$1.31K | 0.01% | 978 |
|
|
2014
Q4 | $336K | Buy |
14,477
+60
| +0.4% | +$1.39K | 0.01% | 961 |
|
|
2014
Q3 | $288K | Buy |
14,417
+60
| +0.4% | +$1.2K | 0.01% | 1117 |
|
|
2014
Q2 | $299K | Buy |
14,357
+58
| +0.4% | +$1.21K | 0.01% | 1009 |
|
|
2014
Q1 | $292K | Sell |
14,299
-1,816
| -11% | -$37.1K | 0.01% | 973 |
|
|
2013
Q4 | $337K | Buy |
16,115
+1,477
| +10% | +$30.9K | 0.01% | 823 |
|
|
2013
Q3 | $294K | Buy |
14,638
+79
| +0.5% | +$1.59K | 0.01% | 844 |
|
|
2013
Q2 | $277K | Buy |
+14,559
| New | +$277K | 0.01% | 793 |
|