Carson Wealth (CWM LLC)’s York Water YORW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Buy |
2,593
+1,071
| +70% | +$33.9K | ﹤0.01% | 2891 |
|
|
2025
Q1 | $53K | Buy |
1,522
+148
| +11% | +$5.15K | ﹤0.01% | 2944 |
|
|
2024
Q4 | $45K | Sell |
1,374
-586
| -30% | -$19.2K | ﹤0.01% | 2885 |
|
|
2024
Q3 | $73K | Buy |
1,960
+222
| +13% | +$8.27K | ﹤0.01% | 2404 |
|
|
2024
Q2 | $64K | Buy |
1,738
+474
| +38% | +$17.5K | ﹤0.01% | 2292 |
|
|
2024
Q1 | $46K | Buy |
1,264
+789
| +166% | +$28.7K | ﹤0.01% | 2342 |
|
|
2023
Q4 | $18K | Sell |
475
-144
| -23% | -$5.46K | ﹤0.01% | 2856 |
|
|
2023
Q3 | $23K | Buy |
619
+198
| +47% | +$7.36K | ﹤0.01% | 2614 |
|
|
2023
Q2 | $17K | Buy |
421
+84
| +25% | +$3.39K | ﹤0.01% | 2759 |
|
|
2023
Q1 | $15K | Hold |
337
| – | – | ﹤0.01% | 2718 |
|
|
2022
Q4 | $15K | Hold |
337
| – | – | ﹤0.01% | 2587 |
|
|
2022
Q3 | $13K | Hold |
337
| – | – | ﹤0.01% | 2533 |
|
|
2022
Q2 | $14K | Sell |
337
-18
| -5% | -$748 | ﹤0.01% | 2393 |
|
|
2022
Q1 | $16K | Buy |
355
+18
| +5% | +$811 | ﹤0.01% | 2230 |
|
|
2021
Q4 | $17K | Buy |
+337
| New | +$17K | ﹤0.01% | 2086 |
|
|
2021
Q2 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2021
Q1 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2020
Q4 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2020
Q3 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2020
Q2 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2020
Q1 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2019
Q4 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2019
Q3 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2019
Q2 | $15K | Hold |
337
| – | – | ﹤0.01% | 1938 |
|
|
2019
Q1 | $15K | Buy |
+337
| New | +$15K | ﹤0.01% | 1938 |
|