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 |
|