Baird Financial Group’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,701
| Closed | -$916K | – | 1730 |
|
|
2020
Q4 | $916K | Sell |
20,701
-2,976
| -13% | -$132K | ﹤0.01% | 1034 |
|
|
2020
Q3 | $915K | Sell |
23,677
-500
| -2% | -$19.3K | ﹤0.01% | 969 |
|
|
2020
Q2 | $1.08M | Buy |
24,177
+18,475
| +324% | +$828K | ﹤0.01% | 903 |
|
|
2020
Q1 | $298K | Sell |
5,702
-122
| -2% | -$6.38K | ﹤0.01% | 1211 |
|
|
2019
Q4 | $360K | Sell |
5,824
-279
| -5% | -$17.2K | ﹤0.01% | 1269 |
|
|
2019
Q3 | $387K | Sell |
6,103
-99
| -2% | -$6.28K | ﹤0.01% | 1247 |
|
|
2019
Q2 | $371K | Hold |
6,202
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q1 | $336K | Sell |
6,202
-1
| -0% | -$54 | ﹤0.01% | 1122 |
|
|
2018
Q4 | $314K | Buy |
6,203
+501
| +9% | +$25.4K | ﹤0.01% | 1101 |
|
|
2018
Q3 | $283K | Hold |
5,702
| – | – | ﹤0.01% | 1193 |
|
|
2018
Q2 | $291K | Buy |
5,702
+175
| +3% | +$8.93K | ﹤0.01% | 1147 |
|
|
2018
Q1 | $257K | Buy |
+5,527
| New | +$257K | ﹤0.01% | 1156 |
|