Global Retirement Partners’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
Q3 | $392K | Buy |
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|
2025
Q2 | $407K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $582K | Hold |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $662K | Hold |
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|
2023
Q1 | $672K | Buy |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $545K | Hold |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $508K | Hold |
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|
2021
Q4 | $623K | Hold |
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|
2021
Q3 | $547K | Hold |
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|
2021
Q2 | $567K | Sell |
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|
2021
Q1 | $615K | Hold |
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|
2020
Q4 | $586K | Hold |
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|
2020
Q3 | $531K | Hold |
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|
2020
Q2 | $603K | Hold |
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|
2020
Q1 | $546K | Hold |
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|
2019
Q4 | $579K | Hold |
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|
2019
Q3 | $549K | Hold |
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|
2019
Q2 | $449K | Hold |
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|
2019
Q1 | $431K | Hold |
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|
2018
Q4 | $403K | Hold |
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|
2018
Q3 | $382K | Buy |
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|
2018
Q2 | $399K | Hold |
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|
2018
Q1 | $389K | Buy |
|