GPS Wealth Strategies Group’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 | $94.1K | Sell |
2,977
-1,275
| -30% | -$40.3K | 0.01% | 477 |
|
|
2025
Q1 | $147K | Sell |
4,252
-70
| -2% | -$2.43K | 0.02% | 371 |
|
|
2024
Q4 | $141K | Sell |
4,322
-723
| -14% | -$23.7K | 0.02% | 360 |
|
|
2024
Q3 | $189K | Sell |
5,045
-500
| -9% | -$18.7K | 0.03% | 315 |
|
|
2024
Q2 | $206K | Sell |
5,545
-320
| -5% | -$11.9K | 0.03% | 260 |
|
|
2024
Q1 | $213K | Sell |
5,865
-1,965
| -25% | -$71.3K | 0.03% | 243 |
|
|
2023
Q4 | $302K | Sell |
7,830
-300
| -4% | -$11.6K | 0.06% | 202 |
|
|
2023
Q3 | $305K | Buy |
8,130
+400
| +5% | +$15K | 0.06% | 194 |
|
|
2023
Q2 | $319K | Sell |
7,730
-545
| -7% | -$22.5K | 0.06% | 191 |
|
|
2023
Q1 | $370K | Buy |
+8,275
| New | +$370K | 0.08% | 169 |
|
|
2022
Q4 | – | Sell |
-8,040
| Closed | -$309K | – | 1113 |
|
|
2022
Q3 | $309K | Sell |
8,040
-175
| -2% | -$6.73K | 0.08% | 162 |
|
|
2022
Q2 | $332K | Buy |
8,215
+2,227
| +37% | +$90K | 0.09% | 162 |
|
|
2022
Q1 | $269K | Buy |
5,988
+180
| +3% | +$8.09K | 0.06% | 173 |
|
|
2021
Q4 | $289K | Buy |
5,808
+140
| +2% | +$6.97K | 0.06% | 173 |
|
|
2021
Q3 | $248K | Buy |
5,668
+63
| +1% | +$2.76K | 0.06% | 176 |
|
|
2021
Q2 | $254K | Hold |
5,605
| – | – | 0.06% | 171 |
|
|
2021
Q1 | $274K | Buy |
5,605
+270
| +5% | +$13.2K | 0.08% | 153 |
|
|
2020
Q4 | $249K | Hold |
5,335
| – | – | 0.09% | 150 |
|
|
2020
Q3 | $226K | Buy |
+5,335
| New | +$226K | 0.09% | 139 |
|