Concourse Financial Group Securities’s York Water YORW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
8634
2024
Q4
Hold
0
8715
2024
Q3
Hold
0
8721
2024
Q2
Hold
0
8731
2024
Q1
Hold
0
8733
2023
Q4
Hold
0
8662
2023
Q3
Hold
0
8450
2023
Q2
Hold
0
8239
2023
Q1
Hold
0
7935
2022
Q4
Hold
0
7948
2022
Q3
Hold
0
7773
2022
Q2
Hold
0
7652
2022
Q1
Hold
0
7512
2021
Q4
Hold
0
7381
2021
Q3
Hold
0
7132
2021
Q2
Hold
0
6872
2021
Q1
Hold
0
6623
2020
Q4
Hold
0
6425
2020
Q3
Hold
0
6211
2020
Q2
Hold
0
6052
2020
Q1
Hold
0
5969
2019
Q4
Hold
0
5888
2019
Q3
Sell
-286
Closed -$10K 5734
2019
Q2
$10K Hold
286
﹤0.01% 1504
2019
Q1
$9K Hold
286
﹤0.01% 1561
2018
Q4
$9K Buy
+286
New +$9K ﹤0.01% 1470
2018
Q3
Hold
0
5405