Simplex Trading’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 | – | Hold |
0
| – | – | – | 11326 |
|
|
2025
Q4 | – | Sell |
-561
| Closed | -$18K | – | 11327 |
|
|
2025
Q3 | $17K | Buy |
+561
| New | +$17.4K | ﹤0.01% | 7507 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 10968 |
|
|
2025
Q1 | – | Sell |
-974
| Closed | -$31.7K | – | 10866 |
|
|
2024
Q4 | $31K | Buy |
+974
| New | +$34.7K | ﹤0.01% | 6336 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 10865 |
|
|
2024
Q2 | – | Sell |
-68
| Closed | -$2.46K | – | 11085 |
|
|
2024
Q1 | $2K | Sell |
68
-310
| -82% | -$11.2K | ﹤0.01% | 8485 |
|
|
2023
Q4 | $14K | Buy |
+378
| New | +$14.2K | ﹤0.01% | 7215 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 11155 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$4K | – | 11444 |
|
|
2022
Q4 | $4K | Hold |
104
| – | – | ﹤0.01% | 8281 |
|
|
2022
Q3 | $3K | Buy |
104
+100
| +2,500% | +$4.29K | ﹤0.01% | 9169 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | +$162 | ﹤0.01% | 12233 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 12365 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 12337 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 11475 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 10856 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 9843 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 9387 |
|
|
2019
Q4 | – | Sell |
-538
| Closed | -$23K | – | 8793 |
|
|
2019
Q3 | $23K | Buy |
538
+400
| +290% | +$15.1K | ﹤0.01% | 5718 |
|
|
2019
Q2 | $4K | Buy |
+138
| New | +$4.74K | ﹤0.01% | 6571 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 8638 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 8506 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 8748 |
|
|
2018
Q2 | – | Sell |
-2,415
| Closed | -$77.4K | – | 8547 |
|
|
2018
Q1 | $74K | Buy |
2,415
+1,636
| +210% | +$50.5K | 0.01% | 2047 |
|
|
2017
Q4 | $26K | Sell |
779
-630
| -45% | -$22.2K | ﹤0.01% | 3076 |
|
|
2017
Q3 | $47K | Buy |
1,409
+1,194
| +555% | +$40.5K | ﹤0.01% | 2366 |
|
|
2017
Q2 | $7K | Buy |
+215
| New | +$7.57K | ﹤0.01% | 4339 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 7524 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 7375 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 7317 |
|
Other funds holding YORW
ZP
VCM
VPM