Gradient Investments’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,470
| Closed | -$54.5K | – | 1332 |
|
|
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% | -$23.5K | ﹤0.01% | 446 |
|
|
2022
Q1 | $92K | Hold |
2,051
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $102K | Sell |
2,051
-106
| -5% | -$5.06K | ﹤0.01% | 363 |
|
|
2021
Q3 | $94K | Sell |
2,157
-177
| -8% | -$8.49K | ﹤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% | -$76.2K | ﹤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 | +$169K | 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 | +$90.2K | 0.03% | 142 |
|
Other funds holding YORW
ZP
Gradient Investments's YORW Position: Q3 2024 in Review
Gradient Investments sold out of York Water (YORW) in Q3 2024, closing a stake of 1,470 shares — an estimated $54.5K sold.
Gradient Investments first reported a position in YORW in Q2 2013 and held it in 44 quarters. The position peaked at $184K in Q4 2016. 151 funds tracked by Wall St. Rank hold YORW as of Q3 2024.
- Gradient Investments reported no remaining York Water position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 1,470 York Water shares in Q3 2024, an estimated $54.5K.
- Gradient Investments first reported a position in York Water in Q2 2013 and held it in 44 quarters.
- Gradient Investments's York Water position peaked at $184K in Q4 2016.
- 151 funds tracked by Wall St. Rank held York Water as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.