Capital Advisors Ltd’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 | $1K | Hold |
17
| – | – | ﹤0.01% | 1296 |
|
|
2025
Q1 | $1K | Sell |
17
-89
| -84% | -$5.24K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 1039 |
|
|
2024
Q1 | – | Sell |
-53
| Closed | -$2K | – | 1576 |
|
|
2023
Q4 | $2K | Sell |
53
-13
| -20% | -$491 | ﹤0.01% | 1068 |
|
|
2023
Q3 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 1058 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1K | – | 1597 |
|
|
2022
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1134 |
|