Janney Montgomery Scott’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $297K | Sell |
9,767
-909
| -9% | -$29.4K | ﹤0.01% | 2394 |
|
|
2025
Q4 | $340K | Buy |
10,676
+487
| +5% | +$15.6K | ﹤0.01% | 2469 |
|
|
2025
Q3 | $310K | Buy |
10,189
+4
| +0% | +$124 | ﹤0.01% | 2476 |
|
|
2025
Q2 | $322K | Buy |
10,185
+4
| +0% | +$134 | ﹤0.01% | 2304 |
|
|
2025
Q1 | $353K | Sell |
10,181
-446
| -4% | -$14.5K | ﹤0.01% | 2208 |
|
|
2024
Q4 | $348K | Sell |
10,627
-53
| -0.5% | -$1.89K | ﹤0.01% | 2215 |
|
|
2024
Q3 | $400K | Buy |
10,680
+3
| +0% | +$116 | ﹤0.01% | 2118 |
|
|
2024
Q2 | $396K | Buy |
10,677
+4
| +0% | +$145 | ﹤0.01% | 2054 |
|
|
2024
Q1 | $387K | Sell |
10,673
-197
| -2% | -$7.1K | ﹤0.01% | 2171 |
|
|
2023
Q4 | $420K | Sell |
10,870
-954
| -8% | -$35.9K | ﹤0.01% | 2026 |
|
|
2023
Q3 | $443K | Sell |
11,824
-532
| -4% | -$21.7K | ﹤0.01% | 1854 |
|
|
2023
Q2 | $510K | Buy |
12,356
+3
| +0% | +$130 | ﹤0.01% | 1844 |
|
|
2023
Q1 | $552K | Sell |
12,353
-398
| -3% | -$17.8K | ﹤0.01% | 1659 |
|
|
2022
Q4 | $574K | Buy |
12,751
+3
| +0% | +$130 | ﹤0.01% | 1683 |
|
|
2022
Q3 | $490K | Buy |
12,748
+403
| +3% | +$17.3K | ﹤0.01% | 1716 |
|
|
2022
Q2 | $492K | Sell |
12,345
-1,873
| -13% | -$75.8K | ﹤0.01% | 1633 |
|
|
2022
Q1 | $639K | Buy |
14,218
+500
| +4% | +$22.3K | ﹤0.01% | 1494 |
|
|
2021
Q4 | $683K | Sell |
13,718
-466
| -3% | -$22.2K | ﹤0.01% | 1543 |
|
|
2021
Q3 | $620K | Buy |
14,184
+496
| +4% | +$23.8K | ﹤0.01% | 1525 |
|
|
2021
Q2 | $620K | Buy |
13,688
+1,936
| +16% | +$96.1K | ﹤0.01% | 1512 |
|
|
2021
Q1 | $576K | Sell |
11,752
-98
| -0.8% | -$4.47K | ﹤0.01% | 1475 |
|
|
2020
Q4 | $552K | Buy |
11,850
+102
| +0.9% | +$4.67K | ﹤0.01% | 1510 |
|
|
2020
Q3 | $497K | Buy |
11,748
+2
| +0% | +$92 | ﹤0.01% | 1424 |
|
|
2020
Q2 | $563K | Sell |
11,746
-382
| -3% | -$16.6K | ﹤0.01% | 1305 |
|
|
2020
Q1 | $527K | Sell |
12,128
-185
| -2% | -$8.4K | ﹤0.01% | 1199 |
|
|
2019
Q4 | $568K | Buy |
12,313
+419
| +4% | +$18.4K | ﹤0.01% | 1365 |
|
|
2019
Q3 | $519K | Sell |
11,894
-698
| -6% | -$26.3K | ﹤0.01% | 1370 |
|
|
2019
Q2 | $450K | Sell |
12,592
-26
| -0.2% | -$892 | ﹤0.01% | 1485 |
|
|
2019
Q1 | $433K | Buy |
12,618
+369
| +3% | +$12.4K | ﹤0.01% | 1464 |
|
|
2018
Q4 | $393K | Sell |
12,249
-182
| -1% | -$5.84K | ﹤0.01% | 1421 |
|
|
2018
Q3 | $378K | Buy |
+12,431
| New | +$383K | ﹤0.01% | 1581 |
|
|
2018
Q1 | – | Sell |
-6,848
| Closed | -$232K | – | 2022 |
|
|
2017
Q4 | $232K | Buy |
6,848
+102
| +2% | +$3.59K | ﹤0.01% | 1722 |
|
|
2017
Q3 | $229K | Buy |
6,746
+111
| +2% | +$3.76K | ﹤0.01% | 1640 |
|
|
2017
Q2 | $231K | Buy |
6,635
+602
| +10% | +$21.2K | ﹤0.01% | 1561 |
|
|
2017
Q1 | $211K | Buy |
6,033
+2
| +0% | +$71 | ﹤0.01% | 1591 |
|
|
2016
Q4 | $230K | Buy |
+6,031
| New | +$204K | ﹤0.01% | 1471 |
|
|
2016
Q3 | – | Sell |
-13,180
| Closed | -$422K | – | 1545 |
|
|
2016
Q2 | $422K | Buy |
+13,180
| New | +$390K | 0.01% | 568 |
|
Other funds holding YORW
ZP
VCM
VPM