Kestra Advisory Services’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	–	Sell	-2,118	Closed	-$67.5K	–	4439
2025 Q4	$67.5K	Buy	+2,118	New	+$67.8K	﹤0.01%	3740
2024 Q4	–	Sell	-6,693	Closed	-$251K	–	2839
2024 Q3	$251K	Buy	6,693 +613	+10%	+$23.8K	﹤0.01%	2210
2024 Q2	$204K	Buy	+6,080	New	+$220K	﹤0.01%	2396
2024 Q1	–	Sell	-5,799	Closed	-$224K	–	2538
2023 Q4	$224K	Sell	5,799 -857	-13%	-$32.3K	﹤0.01%	2033
2023 Q3	$250K	Buy	+6,656	New	+$272K	﹤0.01%	1794
2022 Q4	–	Sell	-6,967	Closed	-$268K	–	2355
2022 Q3	$268K	Buy	+6,967	New	+$299K	﹤0.01%	1669
2021 Q1	–	Sell	-7,759	Closed	-$362K	–	2083
2020 Q4	$362K	Buy	+7,759	New	+$355K	﹤0.01%	1368