Creative Planning’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
|
|||||
|
2025
Q1 | $470K | Buy |
|
|||||
|
2024
Q4 | $48K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $225K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $212K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $354K | Hold |
|
|||||
|
2022
Q2 | $372K | Hold |
|
|||||
|
2022
Q1 | $414K | Sell |
|
|||||
|
2021
Q4 | $471K | Buy |
|
|||||
|
2021
Q3 | $398K | Buy |
|
|||||
|
2021
Q2 | $409K | Sell |
|
|||||
|
2021
Q1 | $979K | Sell |
|
|||||
|
2020
Q4 | $932K | Buy |
|
|||||
|
2020
Q3 | $844K | Hold |
|
|||||
|
2020
Q2 | $958K | Hold |
|
|||||
|
2020
Q1 | $868K | Sell |
|
|||||
|
2019
Q4 | $929K | Sell |
|
|||||
|
2019
Q3 | $945K | Sell |
|
|||||
|
2019
Q2 | $898K | Buy |
|
|||||
|
2019
Q1 | $759K | Hold |
|
|||||
|
2018
Q4 | $709K | Buy |
|
|||||
|
2018
Q3 | $272K | Buy |
|
|||||
|
2018
Q2 | $269K | Sell |
|
|||||
|
2018
Q1 | $265K | Buy |
|
|||||
|
2017
Q4 | $286K | Hold |
|
|||||
|
2017
Q3 | $286K | Buy |
|
|||||
|
2017
Q2 | $279K | Hold |
|
|||||
|
2017
Q1 | $280K | Hold |
|
|||||
|
2016
Q4 | $306K | Hold |
|
|||||
|
2016
Q3 | $237K | Hold |
|
|||||
|
2016
Q2 | $256K | Buy |
|
|||||
|
2016
Q1 | $183K | Hold |
|
|||||
|
2015
Q4 | $150K | Buy |
|
|||||
|
2015
Q3 | $105K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $121K | Sell |
|
|||||
|
2014
Q4 | $122K | Buy |
|
|||||
|
2014
Q3 | $100K | Hold |
|
|||||
|
2014
Q2 | $104K | Hold |
|
|||||
|
2014
Q1 | $102K | Hold |
|
|||||
|
2013
Q4 | $105K | Hold |
|
|||||
|
2013
Q3 | $100K | Hold |
|
|||||
|
2013
Q2 | $95K | Buy |
|