Steward Partners Investment Advisory’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-702
| Closed | -$26.3K | – | 3591 |
|
|
2023
Q3 | $26.3K | Buy |
702
+2
| +0.3% | +$75 | ﹤0.01% | 2179 |
|
|
2023
Q2 | $28.9K | Sell |
700
-700
| -50% | -$28.9K | ﹤0.01% | 2101 |
|
|
2023
Q1 | $62.6K | Hold |
1,400
| – | – | ﹤0.01% | 1780 |
|
|
2022
Q4 | $63K | Sell |
1,400
-135
| -9% | -$6.07K | ﹤0.01% | 1744 |
|
|
2022
Q3 | $59K | Buy |
1,535
+135
| +10% | +$5.19K | ﹤0.01% | 1715 |
|
|
2022
Q2 | $57K | Hold |
1,400
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q1 | $63K | Hold |
1,400
| – | – | ﹤0.01% | 1807 |
|
|
2021
Q4 | $70K | Hold |
1,400
| – | – | ﹤0.01% | 1748 |
|
|
2021
Q3 | $61K | Hold |
1,400
| – | – | ﹤0.01% | 1788 |
|
|
2021
Q2 | $63K | Hold |
1,400
| – | – | ﹤0.01% | 2863 |
|
|
2021
Q1 | $68.6K | Hold |
1,400
| – | – | ﹤0.01% | 1825 |
|
|
2020
Q4 | $65K | Hold |
1,400
| – | – | ﹤0.01% | 1544 |
|
|
2020
Q3 | $59K | Hold |
1,400
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q2 | $67K | Hold |
1,400
| – | – | ﹤0.01% | 1300 |
|
|
2020
Q1 | $60K | Hold |
1,400
| – | – | ﹤0.01% | 1202 |
|
|
2019
Q4 | $64K | Hold |
1,400
| – | – | ﹤0.01% | 1304 |
|
|
2019
Q3 | $61K | Hold |
1,400
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q2 | $50K | Buy |
+1,400
| New | +$50K | ﹤0.01% | 1338 |
|
|
2018
Q4 | – | Sell |
-700
| Closed | -$21K | – | 2206 |
|
|
2018
Q3 | $21K | Hold |
700
| – | – | ﹤0.01% | 1545 |
|
|
2018
Q2 | $22K | Hold |
700
| – | – | ﹤0.01% | 1439 |
|
|
2018
Q1 | $21K | Hold |
700
| – | – | ﹤0.01% | 1318 |
|
|
2017
Q4 | $23K | Hold |
700
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q3 | $23K | Hold |
700
| – | – | ﹤0.01% | 909 |
|
|
2017
Q2 | $24K | Hold |
700
| – | – | ﹤0.01% | 814 |
|
|
2017
Q1 | $24K | Hold |
700
| – | – | ﹤0.01% | 713 |
|
|
2016
Q4 | $26K | Buy |
+700
| New | +$26K | 0.01% | 417 |
|