CAPTRUST Financial Advisors’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-281
| Closed | -$11K | – | 4124 |
|
|
2022
Q2 | $11K | Buy |
281
+4
| +1% | +$157 | ﹤0.01% | 3714 |
|
|
2022
Q1 | $13K | Sell |
277
-19
| -6% | -$892 | ﹤0.01% | 3676 |
|
|
2021
Q4 | $15K | Buy |
296
+12
| +4% | +$608 | ﹤0.01% | 3491 |
|
|
2021
Q3 | $12K | Buy |
284
+256
| +914% | +$10.8K | ﹤0.01% | 3511 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 4399 |
|
|
2021
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 4255 |
|