Penn Mutual Asset 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 | $664K | Buy |
21,000
+2,500
| +14% | +$79K | 1.17% | 21 |
|
|
2025
Q1 | $642K | Buy |
18,500
+11,000
| +147% | +$381K | 1.23% | 20 |
|
|
2024
Q4 | $245K | Hold |
7,500
| – | – | 0.44% | 63 |
|
|
2024
Q3 | $281K | Hold |
7,500
| – | – | 0.56% | 42 |
|
|
2024
Q2 | $278K | Hold |
7,500
| – | – | 0.59% | 50 |
|
|
2024
Q1 | $272K | Buy |
+7,500
| New | +$272K | 0.58% | 40 |
|