Ladenburg Thalmann Financial Services’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $50K | Buy |
1,085
+800
| +281% | +$36.9K | ﹤0.01% | 3537 |
|
|
2019
Q3 | $13K | Sell |
285
-297
| -51% | -$13.5K | ﹤0.01% | 4273 |
|
|
2019
Q2 | $21K | Buy |
582
+146
| +33% | +$5.27K | ﹤0.01% | 4033 |
|
|
2019
Q1 | $15K | Sell |
436
-646
| -60% | -$22.2K | ﹤0.01% | 4180 |
|
|
2018
Q4 | $35K | Buy |
1,082
+719
| +198% | +$23.3K | ﹤0.01% | 3512 |
|
|
2018
Q3 | $11K | Sell |
363
-2,948
| -89% | -$89.3K | ﹤0.01% | 4253 |
|
|
2018
Q2 | $102K | Hold |
3,311
| – | – | ﹤0.01% | 2733 |
|
|
2018
Q1 | $102K | Buy |
3,311
+164
| +5% | +$5.05K | ﹤0.01% | 2733 |
|
|
2017
Q4 | $106K | Sell |
3,147
-1,338
| -30% | -$45.1K | ﹤0.01% | 2681 |
|
|
2017
Q3 | $152K | Sell |
4,485
-75
| -2% | -$2.54K | ﹤0.01% | 2308 |
|
|
2017
Q2 | $159K | Buy |
4,560
+10
| +0.2% | +$349 | ﹤0.01% | 2188 |
|
|
2017
Q1 | $159K | Sell |
4,550
-101
| -2% | -$3.53K | ﹤0.01% | 2073 |
|
|
2016
Q4 | $177K | Buy |
4,651
+500
| +12% | +$19K | ﹤0.01% | 1902 |
|
|
2016
Q3 | $123K | Sell |
4,151
-5,674
| -58% | -$168K | ﹤0.01% | 2101 |
|
|
2016
Q2 | $315K | Buy |
9,825
+175
| +2% | +$5.61K | 0.01% | 1383 |
|
|
2016
Q1 | $295K | Buy |
9,650
+8,000
| +485% | +$245K | 0.01% | 1357 |
|
|
2015
Q4 | $42K | Buy |
1,650
+63
| +4% | +$1.6K | ﹤0.01% | 2691 |
|
|
2015
Q3 | $33K | Hold |
1,587
| – | – | ﹤0.01% | 2763 |
|
|
2015
Q2 | $33K | Sell |
1,587
-348
| -18% | -$7.24K | ﹤0.01% | 2884 |
|
|
2015
Q1 | $47K | Hold |
1,935
| – | – | ﹤0.01% | 2600 |
|
|
2014
Q4 | $45K | Buy |
1,935
+435
| +29% | +$10.1K | ﹤0.01% | 2438 |
|
|
2014
Q3 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 2357 |
|
|
2014
Q2 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 2340 |
|
|
2014
Q1 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 2278 |
|
|
2013
Q4 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 2254 |
|
|
2013
Q3 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 2187 |
|
|
2013
Q2 | $29K | Buy |
+1,500
| New | +$29K | ﹤0.01% | 2102 |
|