Belpointe Asset Management’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,259
| Closed | -$146K | – | 3445 |
|
|
2023
Q1 | $146K | Buy |
3,259
+10
| +0.3% | +$447 | 0.01% | 1095 |
|
|
2022
Q4 | $146K | Buy |
3,249
+13
| +0.4% | +$585 | 0.01% | 1034 |
|
|
2022
Q3 | $124K | Sell |
3,236
-89
| -3% | -$3.41K | 0.01% | 1046 |
|
|
2022
Q2 | $134K | Buy |
3,325
+11
| +0.3% | +$443 | 0.01% | 989 |
|
|
2022
Q1 | $149K | Buy |
3,314
+7
| +0.2% | +$315 | 0.01% | 1039 |
|
|
2021
Q4 | $165K | Buy |
3,307
+110
| +3% | +$5.49K | 0.01% | 976 |
|
|
2021
Q3 | $140K | Hold |
3,197
| – | – | 0.01% | 1012 |
|
|
2021
Q2 | $145K | Buy |
+3,197
| New | +$145K | 0.01% | 968 |
|