Valley National Advisers’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 | – | Sell |
-75
| Closed | -$2K | – | 868 |
|
|
2025
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 731 |
|
|
2024
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 700 |
|
|
2024
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 675 |
|
|
2024
Q2 | $2K | Sell |
75
-75
| -50% | -$2K | ﹤0.01% | 972 |
|
|
2024
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 794 |
|
|
2023
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 798 |
|
|
2023
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 691 |
|
|
2023
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 652 |
|
|
2022
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 660 |
|
|
2022
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 651 |
|
|
2022
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 661 |
|