Whittier Trust’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,000
| Closed | -$337K | – | 1695 |
|
|
2023
Q3 | $337K | Hold |
9,000
| – | – | 0.01% | 540 |
|
|
2023
Q2 | $371K | Hold |
9,000
| – | – | 0.01% | 516 |
|
|
2023
Q1 | $402K | Hold |
9,000
| – | – | 0.01% | 503 |
|
|
2022
Q4 | $405K | Hold |
9,000
| – | – | 0.01% | 500 |
|
|
2022
Q3 | $346K | Hold |
9,000
| – | – | 0.01% | 515 |
|
|
2022
Q2 | $364K | Hold |
9,000
| – | – | 0.01% | 517 |
|
|
2022
Q1 | $405K | Hold |
9,000
| – | – | 0.01% | 527 |
|
|
2021
Q4 | $448K | Hold |
9,000
| – | – | 0.01% | 504 |
|
|
2021
Q3 | $393K | Hold |
9,000
| – | – | 0.01% | 505 |
|
|
2021
Q2 | $408K | Hold |
9,000
| – | – | 0.01% | 506 |
|
|
2021
Q1 | $441K | Hold |
9,000
| – | – | 0.01% | 501 |
|
|
2020
Q4 | $419K | Hold |
9,000
| – | – | 0.01% | 463 |
|
|
2020
Q3 | $380K | Hold |
9,000
| – | – | 0.01% | 465 |
|
|
2020
Q2 | $432K | Hold |
9,000
| – | – | 0.01% | 420 |
|
|
2020
Q1 | $391K | Hold |
9,000
| – | – | 0.01% | 410 |
|
|
2019
Q4 | $415K | Hold |
9,000
| – | – | 0.01% | 423 |
|
|
2019
Q3 | $393K | Hold |
9,000
| – | – | 0.01% | 435 |
|
|
2019
Q2 | $321K | Hold |
9,000
| – | – | 0.01% | 456 |
|
|
2019
Q1 | $309K | Hold |
9,000
| – | – | 0.01% | 461 |
|
|
2018
Q4 | $288K | Buy |
+9,000
| New | +$288K | 0.01% | 452 |
|