Gratus Capital’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $553K | Buy |
+14,922
| New | +$553K | 0.02% | 234 |
|
|
2022
Q2 | – | Sell |
-18,618
| Closed | -$837K | – | 214 |
|
|
2022
Q1 | $837K | Hold |
18,618
| – | – | 0.08% | 115 |
|
|
2021
Q4 | $927K | Hold |
18,618
| – | – | 0.09% | 112 |
|
|
2021
Q3 | $813K | Hold |
18,618
| – | – | 0.09% | 109 |
|
|
2021
Q2 | $843K | Hold |
18,618
| – | – | 0.09% | 109 |
|
|
2021
Q1 | $912K | Hold |
18,618
| – | – | 0.11% | 114 |
|
|
2020
Q4 | $868K | Buy |
+18,618
| New | +$868K | 0.12% | 110 |
|