Capital Advisors Ltd’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4K | Hold |
82
| – | – | ﹤0.01% | 981 |
|
2025
Q1 | $5K | Sell |
82
-1
| -1% | -$61 | ﹤0.01% | 931 |
|
2024
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 985 |
|
2024
Q3 | $5K | Hold |
83
| – | – | ﹤0.01% | 935 |
|
2024
Q2 | $4K | Buy |
83
+43
| +108% | +$2.07K | ﹤0.01% | 964 |
|
2024
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1084 |
|
2023
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1056 |
|