Allworth Financial’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3K | Buy |
136
+42
| +45% | +$1.33K | ﹤0.01% | 3333 |
|
|
2025
Q1 | $3.31K | Buy |
94
+8
| +9% | +$281 | ﹤0.01% | 2988 |
|
|
2024
Q4 | $2.58K | Buy |
86
+8
| +10% | +$240 | ﹤0.01% | 3057 |
|
|
2024
Q3 | $2.92K | Hold |
78
| – | – | ﹤0.01% | 2791 |
|
|
2024
Q2 | $3.14K | Buy |
+78
| New | +$3.14K | ﹤0.01% | 2719 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | -$413 | – | 3641 |
|
|
2023
Q3 | $413 | Sell |
11
-25
| -69% | -$939 | ﹤0.01% | 3086 |
|
|
2023
Q2 | $1.49K | Buy |
36
+25
| +227% | +$1.03K | ﹤0.01% | 2601 |
|
|
2023
Q1 | $492 | Hold |
11
| – | – | ﹤0.01% | 2841 |
|
|
2022
Q4 | $495 | Buy |
+11
| New | +$495 | ﹤0.01% | 2630 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 2875 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2423 |
|