ELCO Management’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $401K | Buy |
13,176
+1,775
| +16% | +$57.3K | 0.19% | 98 |
|
|
2025
Q4 | $363K | Buy |
11,401
+2,536
| +29% | +$81.2K | 0.23% | 98 |
|
|
2025
Q3 | $270K | Sell |
8,865
-1,080
| -11% | -$33.5K | 0.14% | 124 |
|
|
2025
Q2 | $314K | Hold |
9,945
| – | – | 0.16% | 110 |
|
|
2025
Q1 | $345K | Buy |
9,945
+2,423
| +32% | +$78.9K | 0.19% | 94 |
|
|
2024
Q4 | $246K | Sell |
7,522
-1,133
| -13% | -$40.4K | 0.13% | 136 |
|
|
2024
Q3 | $324K | Sell |
8,655
-4,036
| -32% | -$157K | 0.17% | 117 |
|
|
2024
Q2 | $471K | Hold |
12,691
| – | – | 0.27% | 79 |
|
|
2024
Q1 | $460K | Buy |
12,691
+220
| +2% | +$7.93K | 0.28% | 80 |
|
|
2023
Q4 | $482K | Sell |
12,471
-877
| -7% | -$33K | 0.32% | 70 |
|
|
2023
Q3 | $500K | Hold |
13,348
| – | – | 0.36% | 63 |
|
|
2023
Q2 | $551K | Hold |
13,348
| – | – | 0.4% | 60 |
|
|
2023
Q1 | $597K | Buy |
13,348
+1,647
| +14% | +$73.6K | 0.43% | 55 |
|
|
2022
Q4 | $526K | Hold |
11,701
| – | – | 0.4% | 61 |
|
|
2022
Q3 | $450K | Hold |
11,701
| – | – | 0.36% | 64 |
|
|
2022
Q2 | $473K | Hold |
11,701
| – | – | 0.39% | 61 |
|
|
2022
Q1 | $527K | Sell |
11,701
-438
| -4% | -$19.6K | 0.36% | 69 |
|
|
2021
Q4 | $604K | Sell |
12,139
-5,000
| -29% | -$239K | 0.43% | 63 |
|
|
2021
Q3 | $748K | Buy |
17,139
+8,710
| +103% | +$418K | 0.58% | 50 |
|
|
2021
Q2 | $382K | Buy |
8,429
+245
| +3% | +$12.2K | 0.28% | 94 |
|
|
2021
Q1 | $401K | Hold |
8,184
| – | – | 0.36% | 85 |
|
|
2020
Q4 | $381K | Buy |
+8,184
| New | +$374K | 0.33% | 88 |
|
Other funds holding YORW
ZP
VCM
VPM