Costello Asset Management’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 | $74.5K | Buy |
2,358
+1
| +0% | +$32 | 0.03% | 192 |
|
|
2025
Q1 | $81.8K | Buy |
2,357
+130
| +6% | +$4.51K | 0.03% | 169 |
|
|
2024
Q4 | $72.9K | Hold |
2,227
| – | – | 0.05% | 90 |
|
|
2024
Q3 | $83.4K | Hold |
2,227
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $82.6K | Hold |
2,227
| – | – | 0.06% | 77 |
|
|
2024
Q1 | $80.8K | Sell |
2,227
-500
| -18% | -$18.1K | 0.06% | 82 |
|
|
2023
Q4 | $105K | Hold |
2,727
| – | – | 0.09% | 67 |
|
|
2023
Q3 | $102K | Sell |
2,727
-500
| -15% | -$18.7K | 0.09% | 66 |
|
|
2023
Q2 | $133K | Hold |
3,227
| – | – | 0.11% | 62 |
|
|
2023
Q1 | $144K | Hold |
3,227
| – | – | 0.15% | 62 |
|
|
2022
Q4 | $145K | Hold |
3,227
| – | – | 0.13% | 60 |
|
|
2022
Q3 | $124K | Hold |
3,227
| – | – | 0.12% | 62 |
|
|
2022
Q2 | $130K | Hold |
3,227
| – | – | 0.11% | 62 |
|
|
2022
Q1 | $145K | Sell |
3,227
-300
| -9% | -$13.5K | 0.1% | 70 |
|
|
2021
Q4 | $176K | Hold |
3,527
| – | – | 0.11% | 70 |
|
|
2021
Q3 | $154K | Sell |
3,527
-300
| -8% | -$13.1K | 0.1% | 70 |
|
|
2021
Q2 | $173K | Sell |
3,827
-517
| -12% | -$23.4K | 0.11% | 64 |
|
|
2021
Q1 | $213K | Sell |
4,344
-99
| -2% | -$4.85K | 0.15% | 65 |
|
|
2020
Q4 | $207K | Sell |
4,443
-115
| -3% | -$5.36K | 0.16% | 60 |
|
|
2020
Q3 | $193K | Buy |
4,558
+1
| +0% | +$42 | 0.17% | 53 |
|
|
2020
Q2 | $219K | Buy |
+4,557
| New | +$219K | 0.22% | 49 |
|
|
2019
Q3 | $229K | Buy |
+5,255
| New | +$229K | 0.27% | 52 |
|
|
2019
Q1 | – | Sell |
-13,251
| Closed | -$425K | – | 57 |
|
|
2018
Q4 | $425K | Buy |
+13,251
| New | +$425K | 0.55% | 41 |
|