Global Retirement Partners’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
+12,887
| New | +$407K | 0.01% | 803 |
|
|
2024
Q4 | $520K | Sell |
15,883
-412
| -3% | -$13.5K | 0.01% | 622 |
|
|
2024
Q3 | $610K | Buy |
16,295
+2
| +0% | +$75 | 0.02% | 580 |
|
|
2024
Q2 | $604K | Buy |
16,293
+252
| +2% | +$9.35K | 0.02% | 557 |
|
|
2024
Q1 | $582K | Hold |
16,041
| – | – | 0.02% | 493 |
|
|
2023
Q4 | $583K | Sell |
16,041
-146
| -0.9% | -$5.31K | 0.02% | 458 |
|
|
2023
Q3 | $592K | Buy |
16,187
+139
| +0.9% | +$5.09K | 0.03% | 399 |
|
|
2023
Q2 | $662K | Hold |
16,048
| – | – | 0.03% | 392 |
|
|
2023
Q1 | $672K | Buy |
16,048
+3,531
| +28% | +$148K | 0.04% | 378 |
|
|
2022
Q4 | $563K | Hold |
12,517
| – | – | 0.04% | 357 |
|
|
2022
Q3 | $545K | Hold |
12,517
| – | – | 0.04% | 343 |
|
|
2022
Q2 | $506K | Hold |
12,517
| – | – | 0.04% | 354 |
|
|
2022
Q1 | $508K | Hold |
12,517
| – | – | 0.04% | 352 |
|
|
2021
Q4 | $623K | Hold |
12,517
| – | – | 0.48% | 33 |
|
|
2021
Q3 | $547K | Hold |
12,517
| – | – | 0.05% | 292 |
|
|
2021
Q2 | $567K | Sell |
12,517
-50
| -0.4% | -$2.27K | 0.06% | 269 |
|
|
2021
Q1 | $615K | Hold |
12,567
| – | – | 0.07% | 234 |
|
|
2020
Q4 | $586K | Hold |
12,567
| – | – | 0.07% | 218 |
|
|
2020
Q3 | $531K | Hold |
12,567
| – | – | 0.08% | 226 |
|
|
2020
Q2 | $603K | Hold |
12,567
| – | – | 0.1% | 192 |
|
|
2020
Q1 | $546K | Hold |
12,567
| – | – | 0.1% | 181 |
|
|
2019
Q4 | $579K | Hold |
12,567
| – | – | 0.09% | 209 |
|
|
2019
Q3 | $549K | Hold |
12,567
| – | – | 0.09% | 199 |
|
|
2019
Q2 | $449K | Hold |
12,567
| – | – | 0.09% | 195 |
|
|
2019
Q1 | $431K | Hold |
12,567
| – | – | 0.1% | 176 |
|
|
2018
Q4 | $403K | Hold |
12,567
| – | – | 0.1% | 194 |
|
|
2018
Q3 | $382K | Buy |
12,567
+19
| +0.2% | +$578 | 0.09% | 207 |
|
|
2018
Q2 | $399K | Hold |
12,548
| – | – | 0.1% | 189 |
|
|
2018
Q1 | $389K | Buy |
+12,548
| New | +$389K | 0.11% | 189 |
|