Nisa Investment Advisors’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 | $11.8K | Buy |
386
+4
| +1% | +$129 | ﹤0.01% | 2183 |
|
|
2025
Q4 | $12.3K | Sell |
382
-262
| -41% | -$8.38K | ﹤0.01% | 2140 |
|
|
2025
Q3 | $19.7K | Hold |
644
| – | – | ﹤0.01% | 2000 |
|
|
2025
Q2 | $20.5K | Hold |
644
| – | – | ﹤0.01% | 1927 |
|
|
2025
Q1 | $22.5K | Buy |
644
+620
| +2,583% | +$20.2K | ﹤0.01% | 1829 |
|
|
2024
Q4 | $791 | Sell |
24
-15
| -38% | -$534 | ﹤0.01% | 2726 |
|
|
2024
Q3 | $1.47K | Sell |
39
-4,592
| -99% | -$178K | ﹤0.01% | 2485 |
|
|
2024
Q2 | $173K | Buy |
4,631
+4,606
| +18,424% | +$167K | ﹤0.01% | 1343 |
|
|
2024
Q1 | $912 | Buy |
+25
| New | +$901 | ﹤0.01% | 2380 |
|
|
2023
Q4 | – | Sell |
-1,035
| Closed | -$38.8K | – | 2764 |
|
|
2023
Q3 | $38.8K | Buy |
1,035
+1,010
| +4,040% | +$41.3K | ﹤0.01% | 1806 |
|
|
2023
Q2 | $1.03K | Hold |
25
| – | – | ﹤0.01% | 2431 |
|
|
2023
Q1 | $1K | Sell |
25
-6
| -19% | -$268 | ﹤0.01% | 2483 |
|
|
2022
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 2534 |
|
|
2022
Q3 | $1K | Buy |
+31
| New | +$1.33K | ﹤0.01% | 2532 |
|
|
2022
Q2 | – | Sell |
-1,310
| Closed | -$59K | – | 2522 |
|
|
2022
Q1 | $59K | Sell |
1,310
-220
| -14% | -$9.82K | ﹤0.01% | 1794 |
|
|
2021
Q4 | $69K | Buy |
1,530
+1,330
| +665% | +$63.4K | ﹤0.01% | 1640 |
|
|
2021
Q3 | $9 | Hold |
200
| – | – | ﹤0.01% | 2223 |
|
|
2021
Q2 | $9 | Hold |
200
| – | – | ﹤0.01% | 2243 |
|
|
2021
Q1 | $10 | Sell |
200
-2,320
| -92% | -$106K | ﹤0.01% | 2211 |
|
|
2020
Q4 | $117K | Buy |
2,520
+300
| +14% | +$13.7K | ﹤0.01% | 1674 |
|
|
2020
Q3 | $94K | Buy |
2,220
+1,235
| +125% | +$56.6K | ﹤0.01% | 1565 |
|
|
2020
Q2 | $47K | Buy |
985
+785
| +393% | +$34K | ﹤0.01% | 1601 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1873 |
|
|
2019
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 1852 |
|
|
2019
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1820 |
|
|
2019
Q2 | $7K | Buy |
+200
| New | +$6.86K | ﹤0.01% | 1847 |
|
Other funds holding YORW
ZP
VCM
VPM