Beaird Harris Wealth Management’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$5.18K | – | 721 |
|
|
2024
Q2 | $5.18K | Hold |
100
| – | – | ﹤0.01% | 445 |
|
|
2024
Q1 | $5.24K | Hold |
100
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $5.26K | Hold |
100
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $4.27K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
|
2023
Q2 | $5.07K | Sell |
100
-100
| -50% | -$5.07K | ﹤0.01% | 318 |
|
|
2023
Q1 | $11.4K | Hold |
200
| – | – | ﹤0.01% | 260 |
|
|
2022
Q4 | $10.3K | Hold |
200
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 295 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$10K | – | 611 |
|
|
2022
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 331 |
|
|
2021
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 422 |
|