Gradient Investments’s York Water YORW Stock Holding History

Gradient Investments’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,470	Closed	-$54.5K	–	1341
2024 Q2	$54.5K	Hold	1,470	–	–	﹤0.01%	487
2024 Q1	$53.3K	Hold	1,470	–	–	﹤0.01%	424
2023 Q4	$56.8K	Hold	1,470	–	–	﹤0.01%	517
2023 Q3	$55.1K	Hold	1,470	–	–	﹤0.01%	486
2023 Q2	$60.7K	Hold	1,470	–	–	﹤0.01%	476
2023 Q1	$65.7K	Hold	1,470	–	–	﹤0.01%	444
2022 Q4	$66.1K	Hold	1,470	–	–	﹤0.01%	446
2022 Q3	$56K	Hold	1,470	–	–	﹤0.01%	460
2022 Q2	$59K	Sell	1,470 -581	-28%	-$23.3K	﹤0.01%	446
2022 Q1	$92K	Hold	2,051	–	–	﹤0.01%	382
2021 Q4	$102K	Sell	2,051 -106	-5%	-$5.27K	﹤0.01%	363
2021 Q3	$94K	Sell	2,157 -177	-8%	-$7.71K	﹤0.01%	378
2021 Q2	$106K	Hold	2,334	–	–	﹤0.01%	358
2021 Q1	$114K	Hold	2,334	–	–	﹤0.01%	346
2020 Q4	$99K	Hold	2,334	–	–	﹤0.01%	318
2020 Q3	$99K	Hold	2,334	–	–	﹤0.01%	318
2020 Q2	$112K	Hold	2,334	–	–	0.01%	286
2020 Q1	$101K	Hold	2,334	–	–	0.01%	272
2019 Q4	$108K	Hold	2,334	–	–	﹤0.01%	307
2019 Q3	$102K	Hold	2,334	–	–	0.01%	301
2019 Q2	$83K	Hold	2,334	–	–	﹤0.01%	331
2019 Q1	$80K	Hold	2,334	–	–	0.01%	301
2018 Q4	$75K	Hold	2,334	–	–	﹤0.01%	293
2018 Q3	$71K	Sell	2,334 -2,472	-51%	-$75.2K	﹤0.01%	326
2018 Q2	$153K	Hold	4,806	–	–	0.01%	245
2018 Q1	$149K	Hold	4,806	–	–	0.01%	250
2017 Q4	$163K	Buy	+4,806	New	+$163K	0.01%	254
2017 Q3	–	Sell	-4,806	Closed	-$167K	–	737
2017 Q2	$167K	Hold	4,806	–	–	0.01%	231
2017 Q1	$168K	Hold	4,806	–	–	0.01%	227
2016 Q4	$184K	Hold	4,806	–	–	0.02%	185
2016 Q3	$143K	Hold	4,806	–	–	0.01%	192
2016 Q2	$154K	Hold	4,806	–	–	0.02%	194
2016 Q1	$147K	Hold	4,806	–	–	0.02%	188
2015 Q4	$120K	Hold	4,806	–	–	0.02%	198
2015 Q3	$101K	Hold	4,806	–	–	0.01%	194
2015 Q2	$100K	Hold	4,806	–	–	0.01%	198
2015 Q1	$117K	Hold	4,806	–	–	0.02%	188
2014 Q4	$112K	Hold	4,806	–	–	0.02%	185
2014 Q3	$96K	Hold	4,806	–	–	0.02%	177
2014 Q2	$100K	Hold	4,806	–	–	0.02%	182
2014 Q1	$98K	Hold	4,806	–	–	0.02%	173
2013 Q4	$101K	Hold	4,806	–	–	0.03%	185
2013 Q3	$96K	Hold	4,806	–	–	0.03%	151
2013 Q2	$91K	Buy	+4,806	New	+$91K	0.03%	142