Rothschild Investment LLC’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 | $1.42K | Buy |
45
+25
| +125% | +$790 | ﹤0.01% | 2268 |
|
|
2025
Q1 | $694 | Buy |
20
+10
| +100% | +$347 | ﹤0.01% | 2510 |
|
|
2024
Q4 | $327 | Sell |
10
-10
| -50% | -$327 | ﹤0.01% | 2670 |
|
|
2024
Q3 | $749 | Buy |
20
+5
| +33% | +$187 | ﹤0.01% | 2343 |
|
|
2024
Q2 | $556 | Buy |
15
+10
| +200% | +$371 | ﹤0.01% | 1944 |
|
|
2024
Q1 | $181 | Buy |
+5
| New | +$181 | ﹤0.01% | 1796 |
|