Bell 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 | $626 | Hold |
12
| – | – | ﹤0.01% | 1717 |
|
|
2025
Q1 | $693 | Hold |
12
| – | – | ﹤0.01% | 1662 |
|
|
2024
Q4 | $651 | Hold |
12
| – | – | ﹤0.01% | 1700 |
|
|
2024
Q3 | $727 | Hold |
12
| – | – | ﹤0.01% | 1687 |
|
|
2024
Q2 | $622 | Hold |
12
| – | – | ﹤0.01% | 1740 |
|
|
2024
Q1 | $629 | Hold |
12
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q4 | $631 | Buy |
+12
| New | +$631 | ﹤0.01% | 1737 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$508 | – | 1997 |
|
|
2023
Q2 | $508 | Hold |
10
| – | – | ﹤0.01% | 1843 |
|
|
2023
Q1 | $571 | Hold |
10
| – | – | ﹤0.01% | 1764 |
|
|
2022
Q4 | $514 | Hold |
10
| – | – | ﹤0.01% | 1819 |
|
|
2022
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1961 |
|