Ballentine Partners’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	$229K	Buy	+7,261	New	+$229K	﹤0.01%	820
2023 Q2	–	Sell	-4,977	Closed	-$222K	–	641
2023 Q1	$222K	Buy	+4,977	New	+$222K	0.01%	494