Carroll Financial Associates’s York Water YORW Stock Holding History

Carroll Financial Associates’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$76K	Hold
2021 Q3	$68K	Hold
2021 Q2	$71K	Hold
2021 Q1	$77K	Hold
2020 Q4	$73K	Hold
2020 Q3	$66K	Hold
2020 Q2	$75K	Hold
2020 Q1	$68K	Hold
2019 Q4	$72K	Hold
2019 Q3	$68K	Hold
2019 Q2	$56K	Hold
2019 Q1	$54K	Hold
2018 Q4	$49K	Hold
2018 Q3	$47K	Hold
2018 Q2	$50K	Hold
2018 Q1	$48K	Hold
2017 Q4	$53K	Hold
2017 Q3	$55K	Hold
2017 Q2	$54K	Hold
2017 Q1	$55K	Hold
2016 Q4	$60K	Hold
2016 Q3	$46K	Hold
2016 Q2	$50K	Hold
2016 Q1	$48K	Hold
2015 Q4	$39K	Hold
2015 Q3	$35K	Hold
2015 Q2	$33K	Hold
2015 Q1	$38K	Buy