Ethic 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
-6,734
Closed -$260K 1141
2023
Q4
$260K Buy
6,734
+1,205
+22% +$46.5K 0.01% 917
2023
Q3
$207K Sell
5,529
-361
-6% -$13.5K 0.01% 925
2023
Q2
$243K Buy
5,890
+359
+6% +$14.8K 0.01% 857
2023
Q1
$247K Buy
+5,531
New +$247K 0.01% 839