Stifel Financial’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$218K | – | 3479 |
|
|
2021
Q3 | $218K | Buy |
+5,000
| New | +$218K | ﹤0.01% | 3087 |
|
|
2017
Q4 | – | Sell |
-7,149
| Closed | -$244K | – | 2736 |
|
|
2017
Q3 | $244K | Buy |
7,149
+43
| +0.6% | +$1.47K | ﹤0.01% | 2264 |
|
|
2017
Q2 | $252K | Buy |
7,106
+551
| +8% | +$19.5K | ﹤0.01% | 2215 |
|
|
2017
Q1 | $233K | Buy |
+6,555
| New | +$233K | ﹤0.01% | 2237 |
|