Creative Planning’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 | $536K | Buy |
16,973
+3,418
| +25% | +$108K | ﹤0.01% | 2408 |
|
|
2025
Q1 | $470K | Buy |
13,555
+12,089
| +825% | +$419K | ﹤0.01% | 2339 |
|
|
2024
Q4 | $48K | Buy |
+1,466
| New | +$48K | ﹤0.01% | 3241 |
|
|
2024
Q2 | – | Sell |
-6,196
| Closed | -$225K | – | 3095 |
|
|
2024
Q1 | $225K | Buy |
+6,196
| New | +$225K | ﹤0.01% | 2482 |
|
|
2023
Q3 | – | Sell |
-5,132
| Closed | -$212K | – | 2929 |
|
|
2023
Q2 | $212K | Buy |
+5,132
| New | +$212K | ﹤0.01% | 2162 |
|
|
2022
Q4 | – | Sell |
-9,208
| Closed | -$354K | – | 2487 |
|
|
2022
Q3 | $354K | Hold |
9,208
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q2 | $372K | Hold |
9,208
| – | – | ﹤0.01% | 1466 |
|
|
2022
Q1 | $414K | Sell |
9,208
-249
| -3% | -$11.2K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $471K | Buy |
9,457
+334
| +4% | +$16.6K | ﹤0.01% | 1340 |
|
|
2021
Q3 | $398K | Buy |
9,123
+102
| +1% | +$4.45K | ﹤0.01% | 1428 |
|
|
2021
Q2 | $409K | Sell |
9,021
-10,969
| -55% | -$497K | ﹤0.01% | 1385 |
|
|
2021
Q1 | $979K | Sell |
19,990
-14
| -0.1% | -$686 | ﹤0.01% | 1022 |
|
|
2020
Q4 | $932K | Buy |
20,004
+34
| +0.2% | +$1.58K | ﹤0.01% | 976 |
|
|
2020
Q3 | $844K | Hold |
19,970
| – | – | ﹤0.01% | 866 |
|
|
2020
Q2 | $958K | Hold |
19,970
| – | – | ﹤0.01% | 747 |
|
|
2020
Q1 | $868K | Sell |
19,970
-180
| -0.9% | -$7.82K | ﹤0.01% | 702 |
|
|
2019
Q4 | $929K | Sell |
20,150
-1,500
| -7% | -$69.2K | ﹤0.01% | 812 |
|
|
2019
Q3 | $945K | Sell |
21,650
-3,476
| -14% | -$152K | ﹤0.01% | 780 |
|
|
2019
Q2 | $898K | Buy |
25,126
+3,000
| +14% | +$107K | ﹤0.01% | 795 |
|
|
2019
Q1 | $759K | Hold |
22,126
| – | – | ﹤0.01% | 842 |
|
|
2018
Q4 | $709K | Buy |
22,126
+13,176
| +147% | +$422K | ﹤0.01% | 800 |
|
|
2018
Q3 | $272K | Buy |
8,950
+500
| +6% | +$15.2K | ﹤0.01% | 1457 |
|
|
2018
Q2 | $269K | Sell |
8,450
-100
| -1% | -$3.18K | ﹤0.01% | 1421 |
|
|
2018
Q1 | $265K | Buy |
8,550
+100
| +1% | +$3.1K | ﹤0.01% | 1410 |
|
|
2017
Q4 | $286K | Hold |
8,450
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q3 | $286K | Buy |
8,450
+450
| +6% | +$15.2K | ﹤0.01% | 1345 |
|
|
2017
Q2 | $279K | Hold |
8,000
| – | – | ﹤0.01% | 1321 |
|
|
2017
Q1 | $280K | Hold |
8,000
| – | – | ﹤0.01% | 1300 |
|
|
2016
Q4 | $306K | Hold |
8,000
| – | – | ﹤0.01% | 1167 |
|
|
2016
Q3 | $237K | Hold |
8,000
| – | – | ﹤0.01% | 1305 |
|
|
2016
Q2 | $256K | Buy |
8,000
+2,000
| +33% | +$64K | ﹤0.01% | 1129 |
|
|
2016
Q1 | $183K | Hold |
6,000
| – | – | ﹤0.01% | 1258 |
|
|
2015
Q4 | $150K | Buy |
6,000
+1,000
| +20% | +$25K | ﹤0.01% | 1380 |
|
|
2015
Q3 | $105K | Buy |
+5,000
| New | +$105K | ﹤0.01% | 1561 |
|
|
2015
Q2 | – | Sell |
-5,000
| Closed | -$121K | – | 2931 |
|
|
2015
Q1 | $121K | Sell |
5,000
-260
| -5% | -$6.29K | ﹤0.01% | 1464 |
|
|
2014
Q4 | $122K | Buy |
5,260
+260
| +5% | +$6.03K | ﹤0.01% | 1429 |
|
|
2014
Q3 | $100K | Hold |
5,000
| – | – | ﹤0.01% | 1474 |
|
|
2014
Q2 | $104K | Hold |
5,000
| – | – | ﹤0.01% | 1398 |
|
|
2014
Q1 | $102K | Hold |
5,000
| – | – | ﹤0.01% | 1389 |
|
|
2013
Q4 | $105K | Hold |
5,000
| – | – | ﹤0.01% | 1171 |
|
|
2013
Q3 | $100K | Hold |
5,000
| – | – | ﹤0.01% | 1121 |
|
|
2013
Q2 | $95K | Buy |
+5,000
| New | +$95K | ﹤0.01% | 1018 |
|