Financial Counselors Inc’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 | – | Sell |
-7,858
| Closed | -$273K | – | 570 |
|
|
2025
Q1 | $273K | Sell |
7,858
-43
| -0.5% | -$1.49K | ﹤0.01% | 523 |
|
|
2024
Q4 | $259K | Sell |
7,901
-150
| -2% | -$4.91K | ﹤0.01% | 517 |
|
|
2024
Q3 | $302K | Sell |
8,051
-150
| -2% | -$5.62K | ﹤0.01% | 506 |
|
|
2024
Q2 | $304K | Sell |
8,201
-15
| -0.2% | -$556 | ﹤0.01% | 487 |
|
|
2024
Q1 | $298K | Hold |
8,216
| – | – | 0.01% | 498 |
|
|
2023
Q4 | $317K | Hold |
8,216
| – | – | 0.01% | 478 |
|
|
2023
Q3 | $308K | Sell |
8,216
-55
| -0.7% | -$2.06K | 0.01% | 457 |
|
|
2023
Q2 | $341K | Hold |
8,271
| – | – | 0.01% | 405 |
|
|
2023
Q1 | $370K | Sell |
8,271
-5
| -0.1% | -$224 | 0.01% | 402 |
|
|
2022
Q4 | $372K | Sell |
8,276
-57
| -0.7% | -$2.56K | 0.01% | 406 |
|
|
2022
Q3 | $320K | Hold |
8,333
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $337K | Sell |
8,333
-35
| -0.4% | -$1.42K | 0.01% | 410 |
|
|
2022
Q1 | $376K | Hold |
8,368
| – | – | 0.01% | 399 |
|
|
2021
Q4 | $417K | Sell |
8,368
-10
| -0.1% | -$498 | 0.01% | 380 |
|
|
2021
Q3 | $366K | Hold |
8,378
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $380K | Sell |
8,378
-15
| -0.2% | -$680 | 0.01% | 401 |
|
|
2021
Q1 | $411K | Sell |
8,393
-50
| -0.6% | -$2.45K | 0.01% | 387 |
|
|
2020
Q4 | $393K | Hold |
8,443
| – | – | 0.01% | 393 |
|
|
2020
Q3 | $357K | Hold |
8,443
| – | – | 0.01% | 378 |
|
|
2020
Q2 | $405K | Sell |
8,443
-5
| -0.1% | -$240 | 0.01% | 381 |
|
|
2020
Q1 | $367K | Sell |
8,448
-133
| -2% | -$5.78K | 0.02% | 340 |
|
|
2019
Q4 | $396K | Hold |
8,581
| – | – | 0.01% | 377 |
|
|
2019
Q3 | $375K | Hold |
8,581
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $307K | Hold |
8,581
| – | – | 0.01% | 396 |
|
|
2019
Q1 | $294K | Sell |
8,581
-310
| -3% | -$10.6K | 0.01% | 405 |
|
|
2018
Q4 | $285K | Sell |
8,891
-75
| -0.8% | -$2.4K | 0.01% | 373 |
|
|
2018
Q3 | $273K | Sell |
8,966
-867
| -9% | -$26.4K | 0.01% | 419 |
|
|
2018
Q2 | $313K | Hold |
9,833
| – | – | 0.01% | 397 |
|
|
2018
Q1 | $305K | Sell |
9,833
-27
| -0.3% | -$837 | 0.01% | 393 |
|
|
2017
Q4 | $334K | Sell |
9,860
-31
| -0.3% | -$1.05K | 0.02% | 383 |
|
|
2017
Q3 | $335K | Sell |
9,891
-5,491
| -36% | -$186K | 0.02% | 382 |
|
|
2017
Q2 | $536K | Sell |
15,382
-36
| -0.2% | -$1.25K | 0.03% | 331 |
|
|
2017
Q1 | $540K | Sell |
15,418
-88
| -0.6% | -$3.08K | 0.03% | 334 |
|
|
2016
Q4 | $592K | Buy |
+15,506
| New | +$592K | 0.03% | 316 |
|
|
2016
Q2 | $499K | Sell |
15,566
-105
| -0.7% | -$3.37K | 0.03% | 317 |
|
|
2016
Q1 | $478K | Hold |
15,671
| – | – | 0.03% | 317 |
|
|
2015
Q4 | $391K | Buy |
15,671
+172
| +1% | +$4.29K | 0.03% | 335 |
|
|
2015
Q3 | $326K | Sell |
15,499
-112
| -0.7% | -$2.36K | 0.02% | 349 |
|
|
2015
Q2 | $326K | Buy |
15,611
+30
| +0.2% | +$626 | 0.02% | 359 |
|
|
2015
Q1 | $378K | Sell |
15,581
-24,146
| -61% | -$586K | 0.02% | 357 |
|
|
2014
Q4 | $922K | Buy |
39,727
+4,563
| +13% | +$106K | 0.06% | 267 |
|
|
2014
Q3 | $703K | Buy |
35,164
+7,275
| +26% | +$145K | 0.05% | 292 |
|
|
2014
Q2 | $581K | Buy |
27,889
+2,595
| +10% | +$54.1K | 0.04% | 305 |
|
|
2014
Q1 | $516K | Buy |
25,294
+3,190
| +14% | +$65.1K | 0.04% | 312 |
|
|
2013
Q4 | $463K | Sell |
22,104
-735
| -3% | -$15.4K | 0.03% | 310 |
|
|
2013
Q3 | $458K | Sell |
22,839
-5,462
| -19% | -$110K | 0.04% | 299 |
|
|
2013
Q2 | $539K | Buy |
+28,301
| New | +$539K | 0.04% | 276 |
|