UBS AM’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $452K | Hold |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $574K | Hold |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $671K | Hold |
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|
2021
Q2 | $696K | Sell |
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|
2021
Q1 | $824K | Hold |
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|
2020
Q4 | $784K | Hold |
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|
2020
Q3 | $711K | Buy |
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