Truist Financial’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,990
| Closed | -$203K | – | 792 |
|
|
2017
Q4 | $203K | Sell |
5,990
-450
| -7% | -$15.3K | ﹤0.01% | 760 |
|
|
2017
Q3 | $218K | Hold |
6,440
| – | – | ﹤0.01% | 743 |
|
|
2017
Q2 | $225K | Sell |
6,440
-2,200
| -25% | -$76.9K | ﹤0.01% | 728 |
|
|
2017
Q1 | $303K | Hold |
8,640
| – | – | 0.01% | 686 |
|
|
2016
Q4 | $330K | Hold |
8,640
| – | – | 0.01% | 673 |
|
|
2016
Q3 | $256K | Buy |
8,640
+625
| +8% | +$18.5K | 0.01% | 736 |
|
|
2016
Q2 | $257K | Hold |
8,015
| – | – | 0.01% | 735 |
|
|
2016
Q1 | $244K | Buy |
+8,015
| New | +$244K | 0.01% | 686 |
|