CAPTRUST Financial Advisors’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,440
| Closed | -$85K | – | 3976 |
|
|
2022
Q2 | $85K | Buy |
1,440
+56
| +4% | +$3.31K | ﹤0.01% | 2335 |
|
|
2022
Q1 | $69K | Buy |
1,384
+597
| +76% | +$29.8K | ﹤0.01% | 2557 |
|
|
2021
Q4 | $36K | Sell |
787
-160
| -17% | -$7.32K | ﹤0.01% | 2908 |
|
|
2021
Q3 | $41K | Buy |
947
+199
| +27% | +$8.62K | ﹤0.01% | 2714 |
|
|
2021
Q2 | $40K | Sell |
748
-18
| -2% | -$963 | ﹤0.01% | 2661 |
|
|
2021
Q1 | $35K | Buy |
+766
| New | +$35K | ﹤0.01% | 2664 |
|