Retirement Planning Company of New England’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 | $257K | Sell |
8,137
-1,244
| -13% | -$39.3K | 0.11% | 197 |
|
|
2025
Q1 | $325K | Buy |
9,381
+132
| +1% | +$4.58K | 0.16% | 160 |
|
|
2024
Q4 | $303K | Sell |
9,249
-1,313
| -12% | -$43K | 0.15% | 171 |
|
|
2024
Q3 | $396K | Buy |
10,562
+562
| +6% | +$21.1K | 0.2% | 139 |
|
|
2024
Q2 | $371K | Buy |
10,000
+39
| +0.4% | +$1.45K | 0.2% | 137 |
|
|
2024
Q1 | $361K | Buy |
9,961
+1,246
| +14% | +$45.2K | 0.2% | 143 |
|
|
2023
Q4 | $337K | Buy |
8,715
+809
| +10% | +$31.2K | 0.15% | 156 |
|
|
2023
Q3 | $296K | Sell |
7,906
-2,697
| -25% | -$101K | 0.17% | 137 |
|
|
2023
Q2 | $438K | Buy |
10,603
+86
| +0.8% | +$3.55K | 0.25% | 114 |
|
|
2023
Q1 | $470K | Sell |
10,517
-87
| -0.8% | -$3.89K | 0.29% | 110 |
|
|
2022
Q4 | $477K | Buy |
10,604
+148
| +1% | +$6.66K | 0.31% | 107 |
|
|
2022
Q3 | $401K | Buy |
10,456
+243
| +2% | +$9.32K | 0.29% | 112 |
|
|
2022
Q2 | $412K | Buy |
10,213
+1,713
| +20% | +$69.1K | 0.28% | 114 |
|
|
2022
Q1 | $382K | Buy |
8,500
+931
| +12% | +$41.8K | 0.22% | 135 |
|
|
2021
Q4 | $376K | Buy |
+7,569
| New | +$376K | 0.18% | 138 |
|