Baldwin Wealth Partners’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$60.6K | – | 980 |
|
|
2024
Q3 | $60.6K | Hold |
1,000
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $51.8K | Hold |
1,000
| – | – | ﹤0.01% | 346 |
|
|
2024
Q1 | $52.4K | Hold |
1,000
| – | – | ﹤0.01% | 363 |
|
|
2023
Q4 | $52.6K | Hold |
1,000
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $42.7K | Hold |
1,000
| – | – | ﹤0.01% | 419 |
|
|
2023
Q2 | $50.7K | Hold |
1,000
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $57K | Hold |
1,000
| – | – | 0.01% | 411 |
|
|
2022
Q4 | $51.4K | Buy |
+1,000
| New | +$51.4K | ﹤0.01% | 414 |
|