Ellevest Inc’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,672
| Closed | -$219K | – | 427 |
|
|
2023
Q4 | $219K | Buy |
+5,672
| New | +$219K | 0.01% | 349 |
|
|
2023
Q3 | – | Sell |
-5,441
| Closed | -$225K | – | 389 |
|
|
2023
Q2 | $225K | Buy |
5,441
+623
| +13% | +$25.7K | 0.02% | 316 |
|
|
2023
Q1 | $215K | Buy |
4,818
+1,545
| +47% | +$69.1K | 0.02% | 305 |
|
|
2022
Q4 | $147K | Sell |
3,273
-303
| -8% | -$13.6K | 0.01% | 357 |
|
|
2022
Q3 | $137K | Buy |
3,576
+3,166
| +772% | +$121K | 0.01% | 352 |
|
|
2022
Q2 | $17K | Sell |
410
-1,355
| -77% | -$56.2K | ﹤0.01% | 790 |
|
|
2022
Q1 | $79K | Buy |
1,765
+1,688
| +2,192% | +$75.6K | 0.01% | 446 |
|
|
2021
Q4 | $4K | Sell |
77
-65
| -46% | -$3.38K | ﹤0.01% | 1074 |
|
|
2021
Q3 | $6K | Buy |
142
+27
| +23% | +$1.14K | ﹤0.01% | 940 |
|
|
2021
Q2 | $5K | Buy |
115
+70
| +156% | +$3.04K | ﹤0.01% | 910 |
|
|
2021
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1103 |
|
|
2020
Q4 | – | Sell |
-66
| Closed | -$3K | – | 1386 |
|
|
2020
Q3 | $3K | Sell |
66
-196
| -75% | -$8.91K | ﹤0.01% | 861 |
|
|
2020
Q2 | $13K | Buy |
262
+41
| +19% | +$2.03K | ﹤0.01% | 569 |
|
|
2020
Q1 | $10K | Buy |
+221
| New | +$10K | ﹤0.01% | 558 |
|