Johnson & White Wealth Management’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 | $756K | Sell |
23,920
-1,342
| -5% | -$42.4K | 0.38% | 54 |
|
|
2025
Q1 | $876K | Sell |
25,262
-236
| -0.9% | -$8.18K | 0.49% | 48 |
|
|
2024
Q4 | $828K | Buy |
+25,498
| New | +$828K | 0.5% | 46 |
|
|
2024
Q2 | – | Sell |
-29,670
| Closed | -$1.08M | – | 90 |
|
|
2024
Q1 | $1.08M | Buy |
29,670
+4
| +0% | +$145 | 0.78% | 33 |
|
|
2023
Q4 | $1.15M | Buy |
29,666
+16
| +0.1% | +$618 | 0.95% | 28 |
|
|
2023
Q3 | $1.11M | Buy |
+29,650
| New | +$1.11M | 1.01% | 28 |
|
|
2023
Q2 | – | Sell |
-29,291
| Closed | -$1.31M | – | 74 |
|
|
2023
Q1 | $1.31M | Buy |
+29,291
| New | +$1.31M | 1.17% | 24 |
|
|
2022
Q4 | – | Sell |
-27,802
| Closed | -$1.07M | – | 132 |
|
|
2022
Q3 | $1.07M | Buy |
+27,802
| New | +$1.07M | 1.2% | 21 |
|