Harbor Investment Advisory’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 | $459K | Hold |
14,537
| – | – | 0.04% | 274 |
|
|
2025
Q1 | $504K | Hold |
14,537
| – | – | 0.05% | 250 |
|
|
2024
Q4 | $476K | Sell |
14,537
-21,463
| -60% | -$702K | 0.04% | 243 |
|
|
2024
Q3 | $1.35M | Hold |
36,000
| – | – | 0.13% | 126 |
|
|
2024
Q2 | $1.34M | Hold |
36,000
| – | – | 0.14% | 115 |
|
|
2024
Q1 | $1.31M | Hold |
36,000
| – | – | 0.14% | 120 |
|
|
2023
Q4 | $1.39M | Sell |
36,000
-12,700
| -26% | -$490K | 0.16% | 108 |
|
|
2023
Q3 | $1.83M | Hold |
48,700
| – | – | 0.24% | 76 |
|
|
2023
Q2 | $2.01M | Hold |
48,700
| – | – | 0.28% | 72 |
|
|
2023
Q1 | $2.18M | Hold |
48,700
| – | – | 0.33% | 63 |
|
|
2022
Q4 | $2.19M | Hold |
48,700
| – | – | 0.34% | 62 |
|
|
2022
Q3 | $1.87M | Sell |
48,700
-7,549
| -13% | -$290K | 0.31% | 65 |
|
|
2022
Q2 | $2.27M | Hold |
56,249
| – | – | 0.36% | 56 |
|
|
2022
Q1 | $2.53M | Hold |
56,249
| – | – | 0.34% | 60 |
|
|
2021
Q4 | $2.8M | Hold |
56,249
| – | – | 0.35% | 56 |
|
|
2021
Q3 | $2.46M | Hold |
56,249
| – | – | 0.33% | 62 |
|
|
2021
Q2 | $2.55M | Hold |
56,249
| – | – | 0.35% | 63 |
|
|
2021
Q1 | $2.76M | Hold |
56,249
| – | – | 0.41% | 54 |
|
|
2020
Q4 | $2.62M | Buy |
56,249
+224
| +0.4% | +$10.4K | 0.42% | 53 |
|
|
2020
Q3 | $2.37M | Buy |
56,025
+216
| +0.4% | +$9.13K | 0.45% | 52 |
|
|
2020
Q2 | $2.68M | Buy |
55,809
+233
| +0.4% | +$11.2K | 0.57% | 40 |
|
|
2020
Q1 | $2.42M | Buy |
55,576
+222
| +0.4% | +$9.65K | 0.65% | 33 |
|
|
2019
Q4 | $2.55M | Buy |
+55,354
| New | +$2.55M | 0.59% | 39 |
|