Carroll Financial Associates’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $76K | Hold |
1,575
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $68K | Hold |
1,575
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $71K | Hold |
1,575
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $77K | Hold |
1,575
| – | – | ﹤0.01% | 640 |
|
|
2020
Q4 | $73K | Hold |
1,575
| – | – | ﹤0.01% | 592 |
|
|
2020
Q3 | $66K | Hold |
1,575
| – | – | 0.01% | 580 |
|
|
2020
Q2 | $75K | Hold |
1,575
| – | – | 0.01% | 543 |
|
|
2020
Q1 | $68K | Hold |
1,575
| – | – | 0.01% | 513 |
|
|
2019
Q4 | $72K | Hold |
1,575
| – | – | 0.01% | 576 |
|
|
2019
Q3 | $68K | Hold |
1,575
| – | – | 0.01% | 575 |
|
|
2019
Q2 | $56K | Hold |
1,575
| – | – | ﹤0.01% | 597 |
|
|
2019
Q1 | $54K | Hold |
1,575
| – | – | 0.01% | 550 |
|
|
2018
Q4 | $49K | Hold |
1,575
| – | – | 0.01% | 493 |
|
|
2018
Q3 | $47K | Hold |
1,575
| – | – | 0.01% | 522 |
|
|
2018
Q2 | $50K | Hold |
1,575
| – | – | 0.01% | 498 |
|
|
2018
Q1 | $48K | Hold |
1,575
| – | – | 0.01% | 499 |
|
|
2017
Q4 | $53K | Hold |
1,575
| – | – | 0.01% | 475 |
|
|
2017
Q3 | $55K | Hold |
1,575
| – | – | 0.01% | 471 |
|
|
2017
Q2 | $54K | Hold |
1,575
| – | – | 0.01% | 480 |
|
|
2017
Q1 | $55K | Hold |
1,575
| – | – | 0.01% | 462 |
|
|
2016
Q4 | $60K | Hold |
1,575
| – | – | 0.01% | 432 |
|
|
2016
Q3 | $46K | Hold |
1,575
| – | – | 0.01% | 473 |
|
|
2016
Q2 | $50K | Hold |
1,575
| – | – | 0.01% | 447 |
|
|
2016
Q1 | $48K | Hold |
1,575
| – | – | 0.01% | 436 |
|
|
2015
Q4 | $39K | Hold |
1,575
| – | – | 0.01% | 449 |
|
|
2015
Q3 | $35K | Hold |
1,575
| – | – | 0.01% | 464 |
|
|
2015
Q2 | $33K | Hold |
1,575
| – | – | 0.01% | 448 |
|
|
2015
Q1 | $38K | Buy |
+1,575
| New | +$38K | 0.02% | 322 |
|