Principal Financial Group’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,216
| Closed | -$504K | – | 2656 |
|
|
2022
Q1 | $504K | Buy |
11,216
+2,436
| +28% | +$109K | ﹤0.01% | 2119 |
|
|
2021
Q4 | $437K | Buy |
8,780
+2,222
| +34% | +$111K | ﹤0.01% | 2156 |
|
|
2021
Q3 | $286K | Buy |
6,558
+41
| +0.6% | +$1.79K | ﹤0.01% | 2324 |
|
|
2021
Q2 | $295K | Buy |
6,517
+807
| +14% | +$36.5K | ﹤0.01% | 2361 |
|
|
2021
Q1 | $280K | Buy |
5,710
+397
| +7% | +$19.5K | ﹤0.01% | 2296 |
|
|
2020
Q4 | $248K | Buy |
+5,313
| New | +$248K | ﹤0.01% | 2271 |
|
|
2020
Q3 | – | Sell |
-4,639
| Closed | -$222K | – | 2363 |
|
|
2020
Q2 | $222K | Sell |
4,639
-8,444
| -65% | -$404K | ﹤0.01% | 2163 |
|
|
2020
Q1 | $569K | Sell |
13,083
-948
| -7% | -$41.2K | ﹤0.01% | 1842 |
|
|
2019
Q4 | $647K | Buy |
14,031
+302
| +2% | +$13.9K | ﹤0.01% | 1898 |
|
|
2019
Q3 | $599K | Buy |
13,729
+3,471
| +34% | +$151K | ﹤0.01% | 1913 |
|
|
2019
Q2 | $366K | Sell |
10,258
-1,543
| -13% | -$55.1K | ﹤0.01% | 2020 |
|
|
2019
Q1 | $405K | Sell |
11,801
-1,803
| -13% | -$61.9K | ﹤0.01% | 1977 |
|
|
2018
Q4 | $436K | Buy |
13,604
+1,067
| +9% | +$34.2K | ﹤0.01% | 1946 |
|
|
2018
Q3 | $381K | Buy |
12,537
+252
| +2% | +$7.66K | ﹤0.01% | 2023 |
|
|
2018
Q2 | $391K | Sell |
12,285
-2,857
| -19% | -$90.9K | ﹤0.01% | 2016 |
|
|
2018
Q1 | $469K | Sell |
15,142
-3,401
| -18% | -$105K | ﹤0.01% | 1948 |
|
|
2017
Q4 | $629K | Buy |
18,543
+186
| +1% | +$6.31K | ﹤0.01% | 1921 |
|
|
2017
Q3 | $622K | Buy |
18,357
+256
| +1% | +$8.67K | ﹤0.01% | 1895 |
|
|
2017
Q2 | $631K | Buy |
18,101
+5,693
| +46% | +$198K | ﹤0.01% | 1909 |
|
|
2017
Q1 | $435K | Buy |
12,408
+825
| +7% | +$28.9K | ﹤0.01% | 1937 |
|
|
2016
Q4 | $442K | Buy |
+11,583
| New | +$442K | ﹤0.01% | 1941 |
|