Envestnet Asset Management’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$38K | – | 2664 |
|
|
2018
Q2 | $38K | Buy |
1,200
+1,197
| +39,900% | +$37.9K | ﹤0.01% | 2285 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2964 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 3011 |
|
|
2017
Q3 | $0 | Sell |
3
-1,000
| -100% | – | ﹤0.01% | 3060 |
|
|
2017
Q2 | $35K | Buy |
1,003
+1,000
| +33,333% | +$34.9K | ﹤0.01% | 2456 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3177 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$30K | – | 3355 |
|
|
2016
Q3 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 2739 |
|
|
2016
Q2 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 2872 |
|
|
2016
Q1 | $31K | Buy |
+1,000
| New | +$31K | ﹤0.01% | 2872 |
|