Ameriprise’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 | $271K | Buy |
8,572
+327
| +4% | +$10.3K | ﹤0.01% | 3701 |
|
|
2025
Q1 | $286K | Buy |
+8,245
| New | +$286K | ﹤0.01% | 3659 |
|
|
2014
Q4 | – | Sell |
-1,400
| Closed | -$28K | – | 4467 |
|
|
2014
Q3 | $28K | Buy |
1,400
+310
| +28% | +$6.2K | ﹤0.01% | 4287 |
|
|
2014
Q2 | $23K | Hold |
1,090
| – | – | ﹤0.01% | 4267 |
|
|
2014
Q1 | $22K | Buy |
1,090
+10
| +0.9% | +$202 | ﹤0.01% | 4160 |
|
|
2013
Q4 | $23K | Sell |
1,080
-1,306
| -55% | -$27.8K | ﹤0.01% | 4002 |
|
|
2013
Q3 | $48K | Buy |
2,386
+170
| +8% | +$3.42K | ﹤0.01% | 3839 |
|
|
2013
Q2 | $42K | Buy |
+2,216
| New | +$42K | ﹤0.01% | 3814 |
|