Kovitz Investment Group Partners’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,600
| Closed | -$207K | – | 422 |
|
|
2022
Q1 | $207K | Hold |
4,600
| – | – | ﹤0.01% | 398 |
|
|
2021
Q4 | $214K | Hold |
4,600
| – | – | 0.01% | 386 |
|
|
2021
Q3 | $201K | Hold |
4,600
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $208K | Hold |
4,600
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $225K | Hold |
4,600
| – | – | 0.01% | 377 |
|
|
2020
Q4 | $214K | Buy |
+4,600
| New | +$214K | 0.01% | 383 |
|
|
2020
Q3 | – | Sell |
-4,600
| Closed | -$221K | – | 405 |
|
|
2020
Q2 | $221K | Hold |
4,600
| – | – | 0.01% | 353 |
|
|
2020
Q1 | $200K | Hold |
4,600
| – | – | 0.01% | 344 |
|
|
2019
Q4 | $212K | Hold |
4,600
| – | – | 0.01% | 354 |
|
|
2019
Q3 | $201K | Buy |
+4,600
| New | +$201K | 0.01% | 348 |
|