Kestra Advisory Services’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,693
| Closed | -$251K | – | 2820 |
|
|
2024
Q3 | $251K | Buy |
6,693
+613
| +10% | +$23K | ﹤0.01% | 2202 |
|
|
2024
Q2 | $204K | Buy |
+6,080
| New | +$204K | ﹤0.01% | 2389 |
|
|
2024
Q1 | – | Sell |
-5,799
| Closed | -$224K | – | 2538 |
|
|
2023
Q4 | $224K | Sell |
5,799
-857
| -13% | -$33.1K | ﹤0.01% | 2033 |
|
|
2023
Q3 | $250K | Buy |
+6,656
| New | +$250K | ﹤0.01% | 1794 |
|
|
2022
Q4 | – | Sell |
-6,967
| Closed | -$268K | – | 2355 |
|
|
2022
Q3 | $268K | Buy |
+6,967
| New | +$268K | ﹤0.01% | 1669 |
|
|
2021
Q1 | – | Sell |
-7,759
| Closed | -$362K | – | 2083 |
|
|
2020
Q4 | $362K | Buy |
+7,759
| New | +$362K | ﹤0.01% | 1368 |
|