Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| YORK WATER CO | 334.82 | reported | 16 Jan 2026 | tx 7+327.95 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Jan 2026 | PURCHASE | YORK WATER CO | 13.8 | 30.45 USD | |
| 16 Oct 2025 | PURCHASE | YORK WATER CO | 13.53 | 28.83 USD | |
| 16 Jul 2025 | PURCHASE | YORK WATER CO | 13.05 | 29.89 USD | |
| 05 May 2025 | GRANT_AWARD | YORK WATER CO | 254 | 0.00 USD | |
| 16 Apr 2025 | PURCHASE | YORK WATER CO | 11.78 | 33.11 USD | |
| 16 Jan 2025 | PURCHASE | YORK WATER CO | 12.48 | 31.25 USD | |
| 16 Oct 2024 | PURCHASE | YORK WATER CO | 9.31 | 35.46 USD |