WA
WFG Advisors’s York Water YORW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.65M | Buy |
133,485
+11,281
| +9% | +$393K | 1.05% | 12 |
|
|
2017
Q1 | $4.28M | Sell |
122,204
-15,070
| -11% | -$528K | 1.14% | 13 |
|
|
2016
Q4 | $5.24M | Sell |
137,274
-14,267
| -9% | -$545K | 1.28% | 4 |
|
|
2016
Q3 | $4.5M | Sell |
151,541
-13,485
| -8% | -$400K | 1.12% | 11 |
|
|
2016
Q2 | $5.29M | Sell |
165,026
-5,810
| -3% | -$186K | 1.41% | 8 |
|
|
2016
Q1 | $5.21M | Sell |
170,836
-648
| -0.4% | -$19.8K | 1.51% | 5 |
|
|
2015
Q4 | $4.28M | Buy |
171,484
+392
| +0.2% | +$9.78K | 1.28% | 10 |
|
|
2015
Q3 | $3.6M | Buy |
171,092
+2,220
| +1% | +$46.7K | 1.13% | 14 |
|
|
2015
Q2 | $3.52M | Buy |
168,872
+379
| +0.2% | +$7.91K | 0.97% | 16 |
|
|
2015
Q1 | $4.09M | Sell |
168,493
-10,334
| -6% | -$251K | 1.14% | 10 |
|
|
2014
Q4 | $4.15M | Buy |
178,827
+1,487
| +0.8% | +$34.5K | 0.84% | 12 |
|
|
2014
Q3 | $3.55M | Sell |
177,340
-4,808
| -3% | -$96.2K | 0.67% | 16 |
|
|
2014
Q2 | $3.79M | Sell |
182,148
-94
| -0.1% | -$1.96K | 0.71% | 14 |
|
|
2014
Q1 | $3.72M | Buy |
182,242
+15,617
| +9% | +$319K | 0.75% | 15 |
|
|
2013
Q4 | $3.49M | Buy |
166,625
+6,083
| +4% | +$127K | 0.5% | 31 |
|
|
2013
Q3 | $3.22M | Buy |
160,542
+27,213
| +20% | +$546K | 0.5% | 36 |
|
|
2013
Q2 | $2.54M | Buy |
+133,329
| New | +$2.54M | 0.42% | 47 |
|