Collective Family Office’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 | $332K | Buy |
10,495
+1
| +0% | +$32 | 0.09% | 128 |
|
|
2025
Q1 | $364K | Buy |
10,494
+1
| +0% | +$35 | 0.1% | 120 |
|
|
2024
Q4 | $343K | Sell |
10,493
-629
| -6% | -$20.6K | 0.09% | 131 |
|
|
2024
Q3 | $417K | Sell |
11,122
-42
| -0.4% | -$1.57K | 0.11% | 120 |
|
|
2024
Q2 | $414K | Sell |
11,164
-149
| -1% | -$5.53K | 0.12% | 120 |
|
|
2024
Q1 | $410K | Sell |
11,313
-1,010
| -8% | -$36.6K | 0.13% | 122 |
|
|
2023
Q4 | $476K | Sell |
12,323
-425
| -3% | -$16.4K | 0.17% | 104 |
|
|
2023
Q3 | $478K | Sell |
12,748
-831
| -6% | -$31.2K | 0.19% | 107 |
|
|
2023
Q2 | $560K | Hold |
13,579
| – | – | 0.22% | 91 |
|
|
2023
Q1 | $607K | Buy |
13,579
+1
| +0% | +$45 | 0.25% | 87 |
|
|
2022
Q4 | $611K | Hold |
13,578
| – | – | 0.27% | 79 |
|
|
2022
Q3 | $522K | Sell |
13,578
-769
| -5% | -$29.6K | 0.26% | 95 |
|
|
2022
Q2 | $580K | Buy |
14,347
+1,534
| +12% | +$62K | 0.25% | 98 |
|
|
2022
Q1 | $576K | Sell |
12,813
-3,395
| -21% | -$153K | 0.22% | 105 |
|
|
2021
Q4 | $807K | Buy |
16,208
+2,171
| +15% | +$108K | 0.32% | 85 |
|
|
2021
Q3 | $613K | Buy |
14,037
+8,947
| +176% | +$391K | 0.26% | 90 |
|
|
2021
Q2 | $231K | Hold |
5,090
| – | – | 0.1% | 161 |
|
|
2021
Q1 | $249K | Hold |
5,090
| – | – | 0.12% | 147 |
|
|
2020
Q4 | $237K | Buy |
+5,090
| New | +$237K | 0.13% | 144 |
|