Collective Family Office’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $288K | Sell |
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|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $560K | Hold |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $611K | Hold |
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|
2022
Q3 | $522K | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $237K | Buy |
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