Oppenheimer & Co’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,579
| Closed | -$266K | – | 1471 |
|
|
2022
Q2 | $266K | Hold |
6,579
| – | – | 0.01% | 1151 |
|
|
2022
Q1 | $296K | Buy |
6,579
+37
| +0.6% | +$1.67K | 0.01% | 1203 |
|
|
2021
Q4 | $326K | Hold |
6,542
| – | – | 0.01% | 1193 |
|
|
2021
Q3 | $286K | Sell |
6,542
-26
| -0.4% | -$1.14K | 0.01% | 1248 |
|
|
2021
Q2 | $298K | Sell |
6,568
-302
| -4% | -$13.7K | 0.01% | 1246 |
|
|
2021
Q1 | $336K | Buy |
6,870
+200
| +3% | +$9.78K | 0.01% | 1120 |
|
|
2020
Q4 | $311K | Sell |
6,670
-13
| -0.2% | -$606 | 0.01% | 1072 |
|
|
2020
Q3 | $282K | Hold |
6,683
| – | – | 0.01% | 1011 |
|
|
2020
Q2 | $321K | Buy |
6,683
+710
| +12% | +$34.1K | 0.01% | 944 |
|
|
2020
Q1 | $260K | Hold |
5,973
| – | – | 0.01% | 948 |
|
|
2019
Q4 | $275K | Buy |
5,973
+1,105
| +23% | +$50.9K | 0.01% | 1055 |
|
|
2019
Q3 | $212K | Buy |
+4,868
| New | +$212K | 0.01% | 1119 |
|