1620 Investment Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
5,448
-225
| -4% | -$11.7K | 0.2% | 126 |
|
|
2025
Q1 | $327K | Sell |
5,673
-30
| -0.5% | -$1.73K | 0.25% | 117 |
|
|
2024
Q4 | $309K | Sell |
5,703
-452
| -7% | -$24.5K | 0.23% | 125 |
|
|
2024
Q3 | $373K | Sell |
6,155
-990
| -14% | -$60K | 0.27% | 112 |
|
|
2024
Q2 | $370K | Buy |
7,145
+648
| +10% | +$33.6K | 0.28% | 105 |
|
|
2024
Q1 | $340K | Sell |
6,497
-39
| -0.6% | -$2.04K | 0.34% | 98 |
|
|
2023
Q4 | $344K | Buy |
6,536
+92
| +1% | +$4.84K | 0.38% | 91 |
|
|
2023
Q3 | $275K | Buy |
+6,444
| New | +$275K | 0.31% | 109 |
|
|
2023
Q2 | – | Sell |
-3,748
| Closed | -$214K | – | 152 |
|
|
2023
Q1 | $214K | Buy |
+3,748
| New | +$214K | 0.26% | 122 |
|
|
2022
Q4 | – | Sell |
-4,538
| Closed | -$211K | – | 136 |
|
|
2022
Q3 | $211K | Buy |
+4,538
| New | +$211K | 0.31% | 108 |
|